Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 11, 2017

Total Value ($000): $208,605 (100.0% shares, 0.0% debt)

Holdings (309)

VTI VANGUARD INDEX FDS TOTAL STK MKT 15.9%
Value ($000) $33,109 Shares 266,043 Est. Cost $108.05 Unrealized
VEU VANGUARD INTL EQUITY INDEX ALLWRLD EX US 11.6%
Value ($000) $24,126 Shares 482,232 Est. Cost $47.24 Unrealized
SPY SPDR S&P 500 ETF TR 6.3%
Value ($000) $13,208 Shares 54,625 Est. Cost $201.71 Unrealized
VXUS VANGUARD STAR FD VG TL INTL STK 5.3%
Value ($000) $11,134 Shares 214,240 Est. Cost $47.73 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT 5.0%
Value ($000) $10,360 Shares 250,721 Est. Cost $38.04 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 4.5%
Value ($000) $9,426 Shares 161,232 Est. Cost $50.46 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 4.0%
Value ($000) $8,440 Shares 107,984 Est. Cost $68.28 Unrealized
TORTOISE ENERGY INFRA CORP 4.0%
Value ($000) $8,386 Shares 275,940 Est. Cost $36.49 Unrealized
DBEF DBX TR XTRAK MSCI EAFE 3.8%
Value ($000) $7,895 Shares 262,979 Est. Cost $28.20 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 3.5%
Value ($000) $7,340 Shares 134,135 Est. Cost $41.44 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 3.3%
Value ($000) $6,908 Shares 58,043 Est. Cost $98.91 Unrealized
IGE ISHARES TR NA NAT RES 3.2%
Value ($000) $6,750 Shares 213,209 Est. Cost $33.43 Unrealized
BIZD VANECK VECTORS ETF TR BDC INCOME 2.8%
Value ($000) $5,882 Shares 320,389 Est. Cost $17.34 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 2.7%
Value ($000) $5,647 Shares 39,208 Est. Cost $123.70 Unrealized
OEF ISHARES TR S&P 100 ETF 2.6%
Value ($000) $5,443 Shares 50,918 Est. Cost $90.42 Unrealized
VWO VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 2.2%
Value ($000) $4,675 Shares 114,501 Est. Cost $37.32 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 1.5%
Value ($000) $3,154 Shares 69,180 Est. Cost $41.08 Unrealized
SDY SPDR SERIES TRUST S&P DIVID 1.4%
Value ($000) $2,963 Shares 33,334 Est. Cost $78.22 Unrealized
BLACKROCK ENHANCED EQT DIV T 1.4%
Value ($000) $2,925 Shares 332,333 Est. Cost $7.57 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.4%
Value ($000) $2,866 Shares 43,962 Est. Cost $64.09 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 1.3%
Value ($000) $2,669 Shares 32,067 Est. Cost $84.08 Unrealized
STWD STARWOOD PPTY TR INC 0.9%
Value ($000) $1,952 Shares 87,165 Est. Cost $23.98 Unrealized
BXMT BLACKSTONE MTG TR INC 0.9%
Value ($000) $1,934 Shares 61,209 Est. Cost $28.46 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.6%
Value ($000) $1,221 Shares 15,410 Est. Cost $72.49 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.6%
Value ($000) $1,207 Shares 8,920 Est. Cost $115.81 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.6%
Value ($000) $1,156 Shares 17,146 Est. Cost $63.99 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.6%
Value ($000) $1,149 Shares 10,945 Est. Cost $92.55 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.5%
Value ($000) $980 Shares 17,838 Est. Cost $48.73 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.4%
Value ($000) $805 Shares 19,442 Est. Cost $37.70 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.4%
Value ($000) $731 Shares 22,992 Est. Cost $29.41 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.3%
Value ($000) $641 Shares 9,874 Est. Cost $71.97 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.3%
Value ($000) $609 Shares 4,493 Est. Cost $129.82 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.2%
Value ($000) $474 Shares 19,064 Est. Cost $20.83 Unrealized
IUSG ISHARES TR CORE S&P US ETF 0.2%
Value ($000) $432 Shares 8,968 Est. Cost $61.99 Unrealized
POWERSHARES QQQ TRUST 0.2%
Value ($000) $400 Shares 2,903 Est. Cost $105.62 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $399 Shares 3,612 Est. Cost $68.44 Unrealized +13.0%
BLACKROCK MUNICIPL INC QLTY 0.2%
Value ($000) $394 Shares 27,216 Est. Cost $13.59 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $377 Shares 1,388 Est. Cost $386.26 Unrealized -31.5%
HEFA ISHARES TR HDG MSCI EAFE 0.2%
Value ($000) $366 Shares 12,885 Est. Cost $25.17 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.2%
Value ($000) $343 Shares 2,945 Est. Cost $103.23 Unrealized
EATON VANCE MUN BD FD 0.2%
Value ($000) $337 Shares 26,579 Est. Cost $12.26 Unrealized
IUSV ISHARES TR CORE S&P VLU ETF 0.1%
Value ($000) $311 Shares 6,114 Est. Cost $75.73 Unrealized
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $302 Shares 2,666 Est. Cost $113.56 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $282 Shares 3,783 Est. Cost $26.19 Unrealized +50.0%
ISHARES TR IBONDS DEC19 0.1%
Value ($000) $253 Shares 10,111 Est. Cost $24.92 Unrealized
ISHARES TR IBONDS DEC21 0.1%
Value ($000) $253 Shares 10,119 Est. Cost $24.83 Unrealized
ISHARES TR IBONDS DEC20 0.1%
Value ($000) $252 Shares 9,884 Est. Cost $25.39 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $217 Shares 2,687 Est. Cost $56.09 Unrealized -1.1%
FIRST TR ENERGY INCOME & GRW 0.1%
Value ($000) $203 Shares 8,003 Est. Cost $26.39 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $198 Shares 18,069 Est. Cost $10.74 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $190 Shares 2,759 Est. Cost $44.15 Unrealized +41.2%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $181 Shares 1,324 Est. Cost $114.04 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $180 Shares 5,759 Est. Cost $20.01 Unrealized +25.2%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $180 Shares 13,149 Est. Cost $12.76 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $165 Shares 1,320 Est. Cost $64.40 Unrealized +40.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $165 Shares 1,402 Est. Cost $47.26 Unrealized +57.2%
BALDWIN & LYONS INC 0.1%
Value ($000) $162 Shares 6,608 Est. Cost $23.00 Unrealized
SCHZ SCHWAB STRATEGIC TR US AGGREGATE B 0.1%
Value ($000) $150 Shares 2,880 Est. Cost $53.82 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $140 Shares 975 Est. Cost $24.24 Unrealized +41.5%
VOYA GLBL EQTY DIV & PREM OP 0.1%
Value ($000) $132 Shares 17,500 Est. Cost $7.66 Unrealized
U S SILICA HLDGS INC 0.1%
Value ($000) $131 Shares 3,694 Est. Cost $47.92 Unrealized
BLACKROCK MUNI INCOME INV QL 0.1%
Value ($000) $130 Shares 8,833 Est. Cost $14.32 Unrealized
IYE ISHARES TR U.S. ENERGY ETF 0.1%
Value ($000) $128 Shares 3,608 Est. Cost $43.49 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $118 Shares 768 Est. Cost $102.05 Unrealized +22.0%
ORCL ORACLE CORP 0.1%
Value ($000) $117 Shares 2,324 Est. Cost $35.25 Unrealized +13.8%
IJT ISHARES TR SP SMCP600GR ETF 0.1%
Value ($000) $111 Shares 710 Est. Cost $130.51 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP 0.1%
Value ($000) $110 Shares 430 Est. Cost $145.82 Unrealized +18.4%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $110 Shares 1,000 Est. Cost $132.00 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $104 Shares 3,106 Est. Cost $20.04 Unrealized +7.8%
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.0%
Value ($000) $100 Shares 984 Est. Cost $101.63 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.0%
Value ($000) $97 Shares 11,033 Est. Cost $9.18 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $95 Shares 865 Est. Cost $111.91 Unrealized
PFS PROVIDENT FINL SVCS INC 0.0%
Value ($000) $95 Shares 3,751 Est. Cost $16.35 Unrealized 0.0%
IVV ISHARES TR CORE S&P500 ETF 0.0%
Value ($000) $94 Shares 387 Est. Cost $207.76 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $89 Shares 676 Est. Cost $82.36 Unrealized +21.9%
HANESBRANDS INC 0.0%
Value ($000) $84 Shares 3,620 Est. Cost $25.00 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL DIV APP 0.0%
Value ($000) $82 Shares 880 Est. Cost $80.24 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $81 Shares 681 Est. Cost $102.79 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $80 Shares 471 Est. Cost $135.02 Unrealized +23.2%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $78 Shares 350 Est. Cost $188.57 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $78 Shares 691 Est. Cost $39.31 Unrealized +8.9%
EATON VANCE MUN BD FD II 0.0%
Value ($000) $77 Shares 6,058 Est. Cost $12.71 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $76 Shares 2,821 Est. Cost $28.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $75 Shares 486 Est. Cost $94.04 Unrealized +10.3%
AMGN AMGEN INC 0.0%
Value ($000) $75 Shares 437 Est. Cost $119.27 Unrealized +5.1%
PEP PEPSICO INC 0.0%
Value ($000) $72 Shares 622 Est. Cost $73.89 Unrealized +19.3%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $72 Shares 1,666 Est. Cost $44.86 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $70 Shares 500 Est. Cost $134.00 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.0%
Value ($000) $69 Shares 1,252 Est. Cost $55.11 Unrealized
POWERSHARES ETF TR II S&P500 LOW VOL 0.0%
Value ($000) $64 Shares 1,430 Est. Cost $37.76 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $58 Shares 610 Est. Cost $54.65 Unrealized +38.3%
INTC INTEL CORP 0.0%
Value ($000) $54 Shares 1,604 Est. Cost $26.03 Unrealized +13.6%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $49 Shares 660 Est. Cost $54.58 Unrealized -4.9%
IGM ISHARES TR N AMER TECH ETF 0.0%
Value ($000) $49 Shares 340 Est. Cost $102.94 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $49 Shares 3,478 Est. Cost $14.61 Unrealized
BIOVERATIV INC 0.0%
Value ($000) $42 Shares 694 Est. Cost $54.76 Unrealized
VT VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 0.0%
Value ($000) $41 Shares 611 Est. Cost $62.19 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $40 Shares 785 Est. Cost $30.10 Unrealized +26.1%
EQT EQT CORP 0.0%
Value ($000) $40 Shares 675 Est. Cost $29.20 Unrealized 0.0%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $36 Shares 208 Est. Cost $151.33 Unrealized
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $35 Shares 250 Est. Cost $116.44 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $34 Shares 2,647 Est. Cost $13.43 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $34 Shares 322 Est. Cost $68.06 Unrealized +7.6%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.0%
Value ($000) $33 Shares 280 Est. Cost $103.57 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $33 Shares 448 Est. Cost $70.21 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $33 Shares 630 Est. Cost $42.86 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $32 Shares 369 Est. Cost $65.35 Unrealized +7.3%
POWERSHARES ETF TRUST WATER RESOURCE 0.0%
Value ($000) $32 Shares 1,170 Est. Cost $25.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $32 Shares 591 Est. Cost $35.65 Unrealized +24.3%
GOOGL ALPHABET INC 0.0%
Value ($000) $32 Shares 34 Est. Cost $36.47 Unrealized +27.3%
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 0.0%
Value ($000) $32 Shares 250 Est. Cost $108.00 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $31 Shares 205 Est. Cost $116.09 Unrealized +27.2%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $31 Shares 336 Est. Cost $49.72 Unrealized +37.8%
AMZN AMAZON COM INC 0.0%
Value ($000) $29 Shares 30 Est. Cost $35.33 Unrealized +35.0%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $29 Shares 323 Est. Cost $74.30 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $29 Shares 699 Est. Cost $41.60 Unrealized
VPL VANGUARD INTL EQUITY INDEX FTSE PACIFIC ETF 0.0%
Value ($000) $28 Shares 421 Est. Cost $57.01 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $27 Shares 386 Est. Cost $42.44 Unrealized +20.9%
BAC BANK AMER CORP 0.0%
Value ($000) $27 Shares 1,121 Est. Cost $13.34 Unrealized +43.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $27 Shares 176 Est. Cost $96.02 Unrealized +22.8%
V VISA INC 0.0%
Value ($000) $26 Shares 274 Est. Cost $73.20 Unrealized +19.4%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $26 Shares 473 Est. Cost $39.09 Unrealized +7.9%
WMT WAL-MART STORES INC 0.0%
Value ($000) $25 Shares 327 Est. Cost $20.09 Unrealized +9.6%
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $25 Shares 1,681 Est. Cost $14.87 Unrealized
VOYA GLBL ADV & PREM OPP FD 0.0%
Value ($000) $25 Shares 2,310 Est. Cost $12.12 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $25 Shares 1,870 Est. Cost $13.37 Unrealized
NEAR ISHARES U S ETF TR SHT MAT BD 0.0%
Value ($000) $25 Shares 497 Est. Cost $50.30 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $24 Shares 193 Est. Cost $99.47 Unrealized +7.7%
BLACKROCK GLOBAL OPP EQTY TR 0.0%
Value ($000) $24 Shares 1,820 Est. Cost $13.74 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $24 Shares 2,168 Est. Cost $11.43 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $24 Shares 300 Est. Cost $61.05 Unrealized -1.2%
PRUDENTIAL SHT DURATION HG Y 0.0%
Value ($000) $24 Shares 1,550 Est. Cost $15.34 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $23 Shares 300 Est. Cost $54.15 Unrealized +18.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $23 Shares 214 Est. Cost $93.13 Unrealized +10.0%
BLACKROCK MUNI 2018 TERM TR 0.0%
Value ($000) $23 Shares 1,554 Est. Cost $16.09 Unrealized
BP BP PLC 0.0%
Value ($000) $22 Shares 645 Est. Cost $37.41 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $21 Shares 23 Est. Cost $35.62 Unrealized +27.6%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $20 Shares 172 Est. Cost $126.58 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $20 Shares 550 Est. Cost $14.75 Unrealized +96.4%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $20 Shares 238 Est. Cost $69.83 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $20 Shares 284 Est. Cost $93.63 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $19 Shares 295 Est. Cost $39.98 Unrealized +16.4%
VGT VANGUARD WORLD FDS INF TECH 0.0%
Value ($000) $18 Shares 125 Est. Cost $112.00 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $18 Shares 839 Est. Cost $39.00 Unrealized -47.8%
ABBV ABBVIE INC 0.0%
Value ($000) $18 Shares 243 Est. Cost $43.05 Unrealized +9.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $18 Shares 270 Est. Cost $52.28 Unrealized +7.9%
CBS CORP NEW 0.0%
Value ($000) $18 Shares 281 Est. Cost $57.87 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $18 Shares 520 Est. Cost $50.96 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $17 Shares 304 Est. Cost $55.92 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.0%
Value ($000) $17 Shares 80 Est. Cost $18.74 Unrealized -12.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $17 Shares 220 Est. Cost $85.54 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $17 Shares 235 Est. Cost $62.85 Unrealized -23.1%
ALLIANZGI NFJ DIVID INT & PR 0.0%
Value ($000) $16 Shares 1,213 Est. Cost $12.37 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $16 Shares 204 Est. Cost $26.55 Unrealized +26.3%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $16 Shares 345 Est. Cost $40.26 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $16 Shares 128 Est. Cost $96.88 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $15 Shares 125 Est. Cost $92.68 Unrealized +22.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $15 Shares 420 Est. Cost $28.57 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $15 Shares 635 Est. Cost $23.60 Unrealized -1.8%
CB CHUBB LIMITED 0.0%
Value ($000) $15 Shares 100 Est. Cost $108.37 Unrealized +11.5%
KMT KENNAMETAL INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $24.51 Unrealized +26.0%
DXJ WISDOMTREE TR JAPN HEDGE EQT 0.0%
Value ($000) $14 Shares 274 Est. Cost $46.61 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $14 Shares 54 Est. Cost $200.65 Unrealized +8.4%
C CITIGROUP INC 0.0%
Value ($000) $14 Shares 206 Est. Cost $36.27 Unrealized +28.1%
VDE VANGUARD WORLD FDS ENERGY 0.0%
Value ($000) $14 Shares 155 Est. Cost $108.57 Unrealized
POWERSHARES ETF TR II SOVEREIGN DEBT 0.0%
Value ($000) $14 Shares 465 Est. Cost $30.11 Unrealized
SUNTRUST BKS INC 0.0%
Value ($000) $14 Shares 248 Est. Cost $56.45 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $13 Shares 143 Est. Cost $80.72 Unrealized +19.1%
DOW CHEM CO 0.0%
Value ($000) $13 Shares 201 Est. Cost $59.70 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $13 Shares 95 Est. Cost $87.86 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $13 Shares 240 Est. Cost $49.24 Unrealized +13.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $12 Shares 201 Est. Cost $40.84 Unrealized +41.4%
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $12 Shares 186 Est. Cost $62.26 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED EQ 0.0%
Value ($000) $12 Shares 198 Est. Cost $55.56 Unrealized
CANADIAN PAC RY LTD 0.0%
Value ($000) $12 Shares 75 Est. Cost $146.67 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $11 Shares 282 Est. Cost $26.82 Unrealized +19.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $11 Shares 129 Est. Cost $57.46 Unrealized +21.4%
HDB HDFC BANK LTD 0.0%
Value ($000) $11 Shares 124 Est. Cost $64.52 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $11 Shares 153 Est. Cost $56.80 Unrealized +10.1%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.86 Unrealized -13.0%
EIX EDISON INTL 0.0%
Value ($000) $11 Shares 144 Est. Cost $48.33 Unrealized +15.1%
CWI SPDR INDEX SHS FDS MSCI ACWI EXUS 0.0%
Value ($000) $11 Shares 315 Est. Cost $31.75 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $11 Shares 246 Est. Cost $40.65 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $145.60 Unrealized +21.0%
STT STATE STR CORP 0.0%
Value ($000) $10 Shares 114 Est. Cost $46.50 Unrealized +38.1%
SPARTON CORP 0.0%
Value ($000) $10 Shares 475 Est. Cost $25.26 Unrealized
MET METLIFE INC 0.0%
Value ($000) $10 Shares 179 Est. Cost $33.72 Unrealized +2.7%
VCA INC 0.0%
Value ($000) $10 Shares 106 Est. Cost $66.04 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $10 Shares 96 Est. Cost $80.32 Unrealized +12.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $10 Shares 49 Est. Cost $144.69 Unrealized +11.0%
MTB M & T BK CORP 0.0%
Value ($000) $10 Shares 60 Est. Cost $104.02 Unrealized +17.7%
DISCOVER FINL SVCS 0.0%
Value ($000) $10 Shares 159 Est. Cost $57.09 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $10 Shares 92 Est. Cost $59.27 Unrealized +14.6%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $9 Shares 69 Est. Cost $80.07 Unrealized +33.9%
F FORD MTR CO DEL 0.0%
Value ($000) $9 Shares 811 Est. Cost $8.41 Unrealized -15.7%
CELGENE CORP 0.0%
Value ($000) $9 Shares 67 Est. Cost $105.49 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $9 Shares 28 Est. Cost $250.00 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $9 Shares 46 Est. Cost $121.70 Unrealized +25.5%
PROOFPOINT INC 0.0%
Value ($000) $9 Shares 99 Est. Cost $70.71 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $9 Shares 85 Est. Cost $51.35 Unrealized +38.4%
M MACYS INC 0.0%
Value ($000) $9 Shares 400 Est. Cost $38.89 Unrealized -34.1%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $9 Shares 144 Est. Cost $51.13 Unrealized +14.5%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $9 Shares 137 Est. Cost $49.81 Unrealized -0.0%
LEA LEAR CORP 0.0%
Value ($000) $9 Shares 60 Est. Cost $105.58 Unrealized +13.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $9 Shares 211 Est. Cost $37.91 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $8 Shares 87 Est. Cost $68.97 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $8 Shares 100 Est. Cost $43.91 Unrealized +51.9%
NBIS YANDEX N V 0.0%
Value ($000) $8 Shares 306 Est. Cost $19.61 Unrealized
IP INTL PAPER CO 0.0%
Value ($000) $8 Shares 149 Est. Cost $31.25 Unrealized +11.2%
TIME WARNER INC 0.0%
Value ($000) $8 Shares 76 Est. Cost $92.11 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $8 Shares 285 Est. Cost $20.25 Unrealized +10.3%
UA UNDER ARMOUR INC 0.0%
Value ($000) $8 Shares 407 Est. Cost $27.67 Unrealized -31.9%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $7 Shares 100 Est. Cost $41.68 Unrealized +10.4%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $7 Shares 102 Est. Cost $45.53 Unrealized +38.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 124 Est. Cost $45.90 Unrealized +9.4%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $7 Shares 200 Est. Cost $47.93 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $7 Shares 400 Est. Cost $7.96 Unrealized +34.7%
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $7 Shares 136 Est. Cost $41.49 Unrealized
EWJ ISHARES IN CMSCI JPN ETF NEW 0.0%
Value ($000) $7 Shares 124 Est. Cost $48.39 Unrealized
HPQ HP INC 0.0%
Value ($000) $7 Shares 400 Est. Cost $9.70 Unrealized +42.5%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $7 Shares 95 Est. Cost $80.47 Unrealized -4.1%
ECL ECOLAB INC 0.0%
Value ($000) $7 Shares 54 Est. Cost $105.98 Unrealized +11.0%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $6 Shares 1,300 Est. Cost $11.45 Unrealized
RAYTHEON CO 0.0%
Value ($000) $6 Shares 35 Est. Cost $142.86 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $6 Shares 118 Est. Cost $39.36 Unrealized +25.1%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $6 Shares 55 Est. Cost $57.82 Unrealized +35.0%
NUVASIVE INC 0.0%
Value ($000) $6 Shares 77 Est. Cost $64.94 Unrealized
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $51.14 Unrealized +49.6%
CONCHO RES INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $5 Shares 64 Est. Cost $62.87 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $5 Shares 40 Est. Cost $83.99 Unrealized +17.6%
MONSANTO CO NEW 0.0%
Value ($000) $5 Shares 41 Est. Cost $97.65 Unrealized
USCI UNITED STS COMMODITY INDEX COMM IDX 0.0%
Value ($000) $5 Shares 137 Est. Cost $45.77 Unrealized
RUTHS HOSPITALITY GROUP INC 0.0%
Value ($000) $5 Shares 252 Est. Cost $15.87 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $44.80 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $5 Shares 13 Est. Cost $13.85 Unrealized +59.0%
VANTIV INC 0.0%
Value ($000) $4 Shares 69 Est. Cost $57.97 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $4 Shares 89 Est. Cost $37.23 Unrealized +17.1%
HSBC HLDGS PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
ILF ISHARES TR LATN AMER 40 ETF 0.0%
Value ($000) $4 Shares 118 Est. Cost $26.79 Unrealized
ARCONIC INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $4 Shares 43 Est. Cost $74.44 Unrealized +19.2%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $68.34 Unrealized +20.4%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $4 Shares 135 Est. Cost $49.28 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $3 Shares 54 Est. Cost $23.04 Unrealized +31.6%
KR KROGER CO 0.0%
Value ($000) $3 Shares 117 Est. Cost $26.80 Unrealized -11.8%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $3 Shares 49 Est. Cost $81.63 Unrealized
ASIA PAC FD INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $73.52 Unrealized +30.7%
BROADCOM LTD 0.0%
Value ($000) $3 Shares 11 Est. Cost $181.82 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.0%
Value ($000) $3 Shares 103 Est. Cost $19.61 Unrealized
POTASH CORP SASK INC 0.0%
Value ($000) $3 Shares 212 Est. Cost $33.02 Unrealized
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $3 Shares 121 Est. Cost $24.79 Unrealized
SPLUNK INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $47.24 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $105.86 Unrealized +29.3%
ISHARES GOLD TRUST 0.0%
Value ($000) $3 Shares 270 Est. Cost $11.11 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $3 Shares 83 Est. Cost $6.25 Unrealized +24.0%
CARRIZO OIL & GAS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $50.00 Unrealized
BA BOEING CO 0.0%
Value ($000) $2 Shares 8 Est. Cost $111.87 Unrealized +56.3%
VERSUM MATLS INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $20.83 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $96.22 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $2 Shares 40 Est. Cost $38.90 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.83 Unrealized -30.2%
WPC W P CAREY INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $74.62 Unrealized -36.1%
NKE NIKE INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $51.97 Unrealized -7.2%
TBX PROSHARES TR SHT 7-10 YR 0.0%
Value ($000) $2 Shares 64 Est. Cost $31.25 Unrealized
SPEU SPDR INDEX SHS FDS STOXX EUR 50 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $55.48 Unrealized +13.8%
MMM 3M CO 0.0%
Value ($000) $2 Shares 12 Est. Cost $124.67 Unrealized 0.0%
TD AMERITRADE HLDG CORP 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.04 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $164.67 Unrealized +55.8%
SYF SYNCHRONY FINL 0.0%
Value ($000) $2 Shares 71 Est. Cost $24.03 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $16.14 Unrealized +21.5%
MILACRON HLDGS CORP 0.0%
Value ($000) $2 Shares 112 Est. Cost $17.86 Unrealized
ULTIMATE SOFTWARE GROUP INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $71.70 Unrealized +20.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $249.77 Unrealized +16.8%
MOO VANECK VECTORS ETF TR AGRIBUSINESS 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.47 Unrealized
TRS TRIMAS CORP 0.0%
Value ($000) $1 Shares 55 Est. Cost $23.60 Unrealized -8.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $30.99 Unrealized -4.7%
TWITTER INC 0.0%
Value ($000) $1 Shares 70 Est. Cost $46.94 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $1 Shares 502 Est. Cost $1.99 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $22.53 Unrealized +22.3%
RITE AID CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.07 Unrealized
WILHELMINA INTL INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
T AT&T INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $16.11 Unrealized -1.2%
VOYA RISK MANAGED NAT RES FD 0.0%
Value ($000) $1 Shares 215 Est. Cost $7.24 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 1 Est. Cost $416.21 Unrealized +31.6%
BWEN BROADWIND ENERGY INC 0.0%
Value ($000) $1 Shares 198 Est. Cost $5.20 Unrealized +22.1%
VIACOM INC NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $50.89 Unrealized
OCEAN PWR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $2.00 Unrealized
MELLANOX TECHNOLOGIES LTD 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $104.25 Unrealized +6.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.22 Unrealized +4.1%
GLOBALSCAPE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.26 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.78 Unrealized -15.6%
AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
HORIZON GLOBAL CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +47.6%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AEO AMERICAN EAGLE OUTFITTERS NE 0.0%
Value ($000) $0 Shares 35 Est. Cost $12.71 Unrealized -21.8%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.57 Unrealized
SEARS HLDGS CORP W EXP 12/15/201 0.0%
Value ($000) $0 Shares 35 Est. Cost $28.57 Unrealized
U S G CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
TIME INC NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized