Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 30, 2018

Total Value ($000): $244,889 (100.0% shares, 0.0% debt)

Holdings (327)

VTI VANGUARD INDEX FDS TOTAL STK MKT 15.0%
Value ($000) $36,650 Shares 267,031 Est. Cost $108.05 Unrealized
VEU VANGUARD INTL EQUITY INDEX ALLWRLD EX US 10.9%
Value ($000) $26,754 Shares 488,931 Est. Cost $47.32 Unrealized
SPY SPDR S&P 500 ETF TR 5.8%
Value ($000) $14,180 Shares 53,135 Est. Cost $201.71 Unrealized
VXUS VANGUARD STAR FD VG TL INTL STK 5.7%
Value ($000) $13,942 Shares 245,416 Est. Cost $48.78 Unrealized
NEAR ISHARES U S ETF TR SHT MAT BD 4.7%
Value ($000) $11,404 Shares 227,543 Est. Cost $50.21 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 4.6%
Value ($000) $11,242 Shares 110,693 Est. Cost $101.70 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 4.5%
Value ($000) $11,090 Shares 171,879 Est. Cost $51.17 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT 4.4%
Value ($000) $10,894 Shares 242,847 Est. Cost $38.04 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 3.6%
Value ($000) $8,822 Shares 103,030 Est. Cost $68.28 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 3.5%
Value ($000) $8,510 Shares 133,074 Est. Cost $41.82 Unrealized
TORTOISE ENERGY INFRA CORP 3.4%
Value ($000) $8,317 Shares 286,007 Est. Cost $36.24 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 3.1%
Value ($000) $7,639 Shares 56,723 Est. Cost $98.91 Unrealized
IGE ISHARES TR NA NAT RES 3.1%
Value ($000) $7,567 Shares 213,505 Est. Cost $33.43 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 2.5%
Value ($000) $6,202 Shares 39,208 Est. Cost $123.70 Unrealized
OEF ISHARES TR S&P 100 ETF 2.2%
Value ($000) $5,438 Shares 45,836 Est. Cost $90.42 Unrealized
BIZD VANECK VECTORS ETF TR BDC INCOME 2.2%
Value ($000) $5,372 Shares 323,625 Est. Cost $17.35 Unrealized
VWO VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 2.1%
Value ($000) $5,222 Shares 113,743 Est. Cost $37.32 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 1.3%
Value ($000) $3,193 Shares 63,914 Est. Cost $41.08 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.3%
Value ($000) $3,062 Shares 43,550 Est. Cost $64.09 Unrealized
SDY SPDR SERIES TRUST S&P DIVID 1.2%
Value ($000) $2,989 Shares 31,636 Est. Cost $78.22 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 1.2%
Value ($000) $2,826 Shares 34,058 Est. Cost $84.01 Unrealized
DBEF DBX TR XTRAK MSCI EAFE 1.2%
Value ($000) $2,825 Shares 88,905 Est. Cost $28.20 Unrealized
BXMT BLACKSTONE MTG TR INC 0.9%
Value ($000) $2,104 Shares 65,392 Est. Cost $28.69 Unrealized
STWD STARWOOD PPTY TR INC 0.8%
Value ($000) $2,018 Shares 94,508 Est. Cost $23.76 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.5%
Value ($000) $1,326 Shares 8,920 Est. Cost $115.81 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.5%
Value ($000) $1,300 Shares 17,048 Est. Cost $63.99 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.5%
Value ($000) $1,250 Shares 10,945 Est. Cost $92.55 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.5%
Value ($000) $1,223 Shares 14,796 Est. Cost $72.49 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.5%
Value ($000) $1,180 Shares 19,302 Est. Cost $59.91 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.4%
Value ($000) $979 Shares 17,204 Est. Cost $48.73 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.3%
Value ($000) $802 Shares 17,030 Est. Cost $37.70 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.3%
Value ($000) $782 Shares 22,948 Est. Cost $29.45 Unrealized
FIRST TR ENERGY INCOME & GRW 0.3%
Value ($000) $689 Shares 25,987 Est. Cost $26.34 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.3%
Value ($000) $672 Shares 4,549 Est. Cost $130.04 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.2%
Value ($000) $612 Shares 8,476 Est. Cost $71.97 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.2%
Value ($000) $553 Shares 19,799 Est. Cost $21.09 Unrealized
VCSH VANGUARD SHRT TRM CORP BD 0.2%
Value ($000) $533 Shares 6,721 Est. Cost $79.30 Unrealized
POWERSHARES QQQ TRUST 0.2%
Value ($000) $452 Shares 2,903 Est. Cost $105.62 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $408 Shares 3,424 Est. Cost $68.44 Unrealized +26.1%
BIIB BIOGEN INC 0.2%
Value ($000) $406 Shares 1,273 Est. Cost $379.32 Unrealized -15.4%
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $366 Shares 2,945 Est. Cost $103.23 Unrealized
IUSV ISHARES TR CORE S&P VLU ETF 0.1%
Value ($000) $339 Shares 6,114 Est. Cost $75.73 Unrealized
EATON VANCE MUN BD FD 0.1%
Value ($000) $333 Shares 26,579 Est. Cost $12.26 Unrealized
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $316 Shares 2,772 Est. Cost $113.57 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $308 Shares 3,687 Est. Cost $56.37 Unrealized +1.3%
HEFA ISHARES TR HDG MSCI EAFE 0.1%
Value ($000) $299 Shares 10,089 Est. Cost $25.17 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $292 Shares 3,411 Est. Cost $49.75 Unrealized +51.3%
PRUDENTIAL SHT DURATION HG Y 0.1%
Value ($000) $286 Shares 19,358 Est. Cost $15.19 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $267 Shares 3,744 Est. Cost $26.69 Unrealized +37.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $260 Shares 1,700 Est. Cost $112.95 Unrealized +13.8%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $256 Shares 23,373 Est. Cost $10.80 Unrealized
ISHARES TR IBONDS DEC19 0.1%
Value ($000) $251 Shares 10,111 Est. Cost $24.92 Unrealized
ISHARES TR IBONDS DEC21 0.1%
Value ($000) $251 Shares 10,119 Est. Cost $24.83 Unrealized
ISHARES TR IBONDS DEC20 0.1%
Value ($000) $250 Shares 9,884 Est. Cost $25.39 Unrealized
ISHARES TR 0.1%
Value ($000) $248 Shares 9,936 Est. Cost $25.26 Unrealized
ISHARES TR IBONDS DEC 2023 0.1%
Value ($000) $248 Shares 9,898 Est. Cost $25.06 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $236 Shares 6,164 Est. Cost $20.32 Unrealized +37.7%
SCHZ SCHWAB STRATEGIC TR US AGGREGATE B 0.1%
Value ($000) $207 Shares 3,980 Est. Cost $53.39 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $203 Shares 1,405 Est. Cost $66.35 Unrealized +57.7%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $202 Shares 1,324 Est. Cost $114.04 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $181 Shares 13,149 Est. Cost $12.76 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $163 Shares 965 Est. Cost $24.24 Unrealized +61.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $163 Shares 1,164 Est. Cost $94.09 Unrealized +18.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $162 Shares 1,537 Est. Cost $49.72 Unrealized +39.9%
META FACEBOOK INC 0.1%
Value ($000) $159 Shares 900 Est. Cost $161.98 Unrealized +8.4%
HD HOME DEPOT INC 0.1%
Value ($000) $159 Shares 838 Est. Cost $103.98 Unrealized +36.2%
BALDWIN & LYONS INC 0.1%
Value ($000) $158 Shares 6,608 Est. Cost $23.00 Unrealized
IYE ISHARES TR U.S. ENERGY ETF 0.1%
Value ($000) $143 Shares 3,608 Est. Cost $43.49 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $133 Shares 1,019 Est. Cost $24.70 Unrealized +0.7%
BLACKROCK MUNI INCOME INV QL 0.1%
Value ($000) $131 Shares 8,833 Est. Cost $14.32 Unrealized
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $121 Shares 710 Est. Cost $130.51 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $110 Shares 2,324 Est. Cost $35.25 Unrealized +23.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $110 Shares 556 Est. Cost $141.40 Unrealized +34.3%
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $109 Shares 430 Est. Cost $145.82 Unrealized +10.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $108 Shares 2,042 Est. Cost $30.73 Unrealized +4.0%
IVV ISHARES TR CORE S&P500 ETF 0.0%
Value ($000) $104 Shares 387 Est. Cost $207.76 Unrealized
BLACKROCK MUNICIPL INC QLTY 0.0%
Value ($000) $103 Shares 7,289 Est. Cost $13.59 Unrealized
V VISA INC 0.0%
Value ($000) $100 Shares 879 Est. Cost $94.66 Unrealized +10.3%
AMZN AMAZON COM INC 0.0%
Value ($000) $99 Shares 85 Est. Cost $48.07 Unrealized +14.5%
PRICELINE GRP INC 0.0%
Value ($000) $96 Shares 55 Est. Cost $1745.45 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $92 Shares 533 Est. Cost $117.87 Unrealized +17.6%
VIG VANGUARD SPECIALIZED PORTFOL DIV APP 0.0%
Value ($000) $90 Shares 880 Est. Cost $80.24 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $86 Shares 350 Est. Cost $188.57 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $86 Shares 681 Est. Cost $102.79 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $85 Shares 560 Est. Cost $131.14 Unrealized +8.4%
INTC INTEL CORP 0.0%
Value ($000) $84 Shares 1,824 Est. Cost $26.46 Unrealized +38.1%
GOOGL ALPHABET INC 0.0%
Value ($000) $83 Shares 79 Est. Cost $44.88 Unrealized +14.2%
PFE PFIZER INC 0.0%
Value ($000) $83 Shares 2,286 Est. Cost $20.04 Unrealized +18.8%
DVA DAVITA INC 0.0%
Value ($000) $83 Shares 1,155 Est. Cost $61.54 Unrealized 0.0%
PFS PROVIDENT FINL SVCS INC 0.0%
Value ($000) $80 Shares 2,976 Est. Cost $16.35 Unrealized +11.3%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $76 Shares 500 Est. Cost $134.00 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $76 Shares 437 Est. Cost $119.27 Unrealized +15.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $75 Shares 486 Est. Cost $94.04 Unrealized +8.6%
EATON VANCE MUN BD FD II 0.0%
Value ($000) $75 Shares 6,058 Est. Cost $12.71 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $75 Shares 622 Est. Cost $73.89 Unrealized +20.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $74 Shares 920 Est. Cost $64.98 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $74 Shares 691 Est. Cost $39.31 Unrealized +13.3%
NVS NOVARTIS A G 0.0%
Value ($000) $72 Shares 860 Est. Cost $83.72 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $71 Shares 68 Est. Cost $45.48 Unrealized +11.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $69 Shares 660 Est. Cost $54.58 Unrealized +31.5%
POWERSHARES ETF TR II S&P500 LOW VOL 0.0%
Value ($000) $68 Shares 1,430 Est. Cost $37.76 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $67 Shares 1,192 Est. Cost $42.51 Unrealized +1.1%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $66 Shares 700 Est. Cost $86.96 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $64 Shares 255 Est. Cost $199.05 Unrealized 0.0%
ABEV AMBEV SA 0.0%
Value ($000) $63 Shares 9,815 Est. Cost $6.42 Unrealized
DEO DIAGEO P L C 0.0%
Value ($000) $63 Shares 1,720 Est. Cost $36.63 Unrealized
ARCONIC INC 0.0%
Value ($000) $61 Shares 2,238 Est. Cost $27.26 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $60 Shares 760 Est. Cost $66.66 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $59 Shares 1,666 Est. Cost $44.86 Unrealized
UNILEVER PLC 0.0%
Value ($000) $56 Shares 1,005 Est. Cost $55.72 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $54 Shares 600 Est. Cost $86.95 Unrealized 0.0%
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $50 Shares 3,321 Est. Cost $14.96 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $49 Shares 435 Est. Cost $112.64 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $48 Shares 460 Est. Cost $108.08 Unrealized 0.0%
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $48 Shares 3,478 Est. Cost $14.61 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $47 Shares 775 Est. Cost $45.61 Unrealized +1.9%
ZAYO GROUP HLDGS INC 0.0%
Value ($000) $45 Shares 1,210 Est. Cost $37.19 Unrealized
VT VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 0.0%
Value ($000) $45 Shares 611 Est. Cost $62.19 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $44 Shares 295 Est. Cost $148.07 Unrealized 0.0%
BAC BANK AMER CORP 0.0%
Value ($000) $42 Shares 1,421 Est. Cost $14.74 Unrealized +54.6%
SEATTLE GENETICS INC 0.0%
Value ($000) $42 Shares 785 Est. Cost $53.50 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $42 Shares 630 Est. Cost $51.22 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $42 Shares 785 Est. Cost $30.10 Unrealized +41.7%
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $41 Shares 250 Est. Cost $116.44 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $40 Shares 1,890 Est. Cost $25.00 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $40 Shares 322 Est. Cost $68.06 Unrealized +22.8%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $39 Shares 648 Est. Cost $39.91 Unrealized +13.0%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $39 Shares 208 Est. Cost $151.33 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $38 Shares 1,070 Est. Cost $25.74 Unrealized 0.0%
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $38 Shares 2,647 Est. Cost $13.43 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $38 Shares 325 Est. Cost $104.45 Unrealized 0.0%
SEE SEALED AIR CORP 0.0%
Value ($000) $37 Shares 760 Est. Cost $39.73 Unrealized 0.0%
BIOVERATIV INC 0.0%
Value ($000) $37 Shares 694 Est. Cost $54.76 Unrealized
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.0%
Value ($000) $36 Shares 280 Est. Cost $103.57 Unrealized
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 0.0%
Value ($000) $35 Shares 250 Est. Cost $108.00 Unrealized
POWERSHARES ETF TRUST WATER RESOURCE 0.0%
Value ($000) $35 Shares 1,170 Est. Cost $25.00 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $34 Shares 1,925 Est. Cost $28.01 Unrealized
GENESEE & WYOMING CLASS 0.0%
Value ($000) $33 Shares 415 Est. Cost $79.52 Unrealized
BLACKROCK INC 0.0%
Value ($000) $33 Shares 65 Est. Cost $507.69 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $33 Shares 304 Est. Cost $49.72 Unrealized +63.6%
CE CELANESE CORP DEL 0.0%
Value ($000) $33 Shares 310 Est. Cost $54.65 Unrealized +66.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $33 Shares 591 Est. Cost $35.65 Unrealized +34.1%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $32 Shares 323 Est. Cost $74.30 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $32 Shares 327 Est. Cost $20.09 Unrealized +33.5%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $31 Shares 981 Est. Cost $28.54 Unrealized
VPL VANGUARD INTL EQUITY INDEX FTSE PACIFIC ETF 0.0%
Value ($000) $31 Shares 421 Est. Cost $57.01 Unrealized
ASH ASHLAND GLOBAL HLDGS INC 0.0%
Value ($000) $30 Shares 425 Est. Cost $60.32 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $29 Shares 703 Est. Cost $41.60 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $28 Shares 630 Est. Cost $42.86 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $28 Shares 386 Est. Cost $42.44 Unrealized +32.1%
QRVO QORVO INC 0.0%
Value ($000) $27 Shares 410 Est. Cost $72.88 Unrealized 0.0%
VOYA GLBL ADV & PREM OPP FD 0.0%
Value ($000) $26 Shares 2,310 Est. Cost $12.12 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $26 Shares 2,168 Est. Cost $11.43 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $24 Shares 243 Est. Cost $43.05 Unrealized +55.4%
ETN EATON CORP PLC 0.0%
Value ($000) $24 Shares 300 Est. Cost $54.15 Unrealized +22.4%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $24 Shares 65 Est. Cost $402.77 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $24 Shares 550 Est. Cost $14.75 Unrealized +120.1%
BLACKROCK GLOBAL OPP EQTY TR 0.0%
Value ($000) $23 Shares 1,820 Est. Cost $13.74 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $23 Shares 214 Est. Cost $93.13 Unrealized +4.5%
BLACKROCK MUNI 2018 TERM TR 0.0%
Value ($000) $23 Shares 1,554 Est. Cost $16.09 Unrealized
CELGENE CORP 0.0%
Value ($000) $22 Shares 211 Est. Cost $104.65 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $22 Shares 300 Est. Cost $61.05 Unrealized -7.9%
NIELSEN HLDGS PLC 0.0%
Value ($000) $22 Shares 610 Est. Cost $36.07 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $22 Shares 284 Est. Cost $93.63 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $22 Shares 104 Est. Cost $158.64 Unrealized +16.9%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $21 Shares 238 Est. Cost $69.83 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $21 Shares 172 Est. Cost $126.58 Unrealized
VGT VANGUARD WORLD FDS INF TECH 0.0%
Value ($000) $21 Shares 125 Est. Cost $112.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $21 Shares 304 Est. Cost $69.08 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $20 Shares 1,355 Est. Cost $9.08 Unrealized +7.6%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $20 Shares 264 Est. Cost $76.85 Unrealized
BA BOEING CO 0.0%
Value ($000) $19 Shares 65 Est. Cost $207.08 Unrealized +24.3%
KMT KENNAMETAL INC 0.0%
Value ($000) $19 Shares 400 Est. Cost $24.51 Unrealized +45.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $19 Shares 270 Est. Cost $52.28 Unrealized +24.6%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $18 Shares 143 Est. Cost $80.72 Unrealized +26.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $18 Shares 204 Est. Cost $26.55 Unrealized +46.5%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $18 Shares 345 Est. Cost $40.26 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $18 Shares 520 Est. Cost $50.96 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $18 Shares 354 Est. Cost $50.70 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $18 Shares 1,685 Est. Cost $10.38 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $17 Shares 365 Est. Cost $29.24 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $17 Shares 420 Est. Cost $28.57 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $17 Shares 54 Est. Cost $200.65 Unrealized +31.1%
CBS CORP NEW 0.0%
Value ($000) $17 Shares 281 Est. Cost $57.87 Unrealized
SUNTRUST BKS INC 0.0%
Value ($000) $16 Shares 248 Est. Cost $56.45 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $16 Shares 95 Est. Cost $87.86 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $16 Shares 635 Est. Cost $23.60 Unrealized +2.4%
PIERIS PHARMACEUTICALS INC 0.0%
Value ($000) $16 Shares 2,063 Est. Cost $7.76 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $16 Shares 364 Est. Cost $34.48 Unrealized -0.0%
INCY INCYTE CORP 0.0%
Value ($000) $16 Shares 170 Est. Cost $104.52 Unrealized 0.0%
ALLIANZGI NFJ DIVID INT & PR 0.0%
Value ($000) $16 Shares 1,213 Est. Cost $12.37 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $16 Shares 128 Est. Cost $96.88 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $15 Shares 202 Est. Cost $67.65 Unrealized 0.0%
VDE VANGUARD WORLD FDS ENERGY 0.0%
Value ($000) $15 Shares 155 Est. Cost $108.57 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $15 Shares 162 Est. Cost $65.35 Unrealized +11.2%
CB CHUBB LIMITED 0.0%
Value ($000) $15 Shares 100 Est. Cost $108.37 Unrealized +19.5%
C CITIGROUP INC 0.0%
Value ($000) $15 Shares 207 Est. Cost $36.27 Unrealized +55.7%
DOWDUPONT INC 0.0%
Value ($000) $14 Shares 201 Est. Cost $69.65 Unrealized
BALL BALL CORPORATION 0.0%
Value ($000) $14 Shares 365 Est. Cost $37.09 Unrealized 0.0%
POWERSHARES ETF TR II SOVEREIGN DEBT 0.0%
Value ($000) $14 Shares 465 Est. Cost $30.11 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $14 Shares 129 Est. Cost $57.46 Unrealized +42.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $13 Shares 153 Est. Cost $56.80 Unrealized +24.5%
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $13 Shares 186 Est. Cost $62.26 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $13 Shares 96 Est. Cost $80.32 Unrealized +25.5%
HDB HDFC BANK LTD 0.0%
Value ($000) $13 Shares 124 Est. Cost $64.52 Unrealized
GLW CORNING INC 0.0%
Value ($000) $12 Shares 390 Est. Cost $23.59 Unrealized +6.9%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $12 Shares 839 Est. Cost $39.00 Unrealized -63.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $12 Shares 69 Est. Cost $80.07 Unrealized +70.9%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $12 Shares 240 Est. Cost $49.24 Unrealized -1.3%
CWI SPDR INDEX SHS FDS MSCI ACWI EXUS 0.0%
Value ($000) $12 Shares 315 Est. Cost $31.75 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $12 Shares 159 Est. Cost $57.09 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $11 Shares 282 Est. Cost $26.82 Unrealized +14.4%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $145.60 Unrealized +19.6%
STT STATE STR CORP 0.0%
Value ($000) $11 Shares 114 Est. Cost $46.50 Unrealized +60.0%
PPG PPG INDS INC 0.0%
Value ($000) $11 Shares 90 Est. Cost $91.06 Unrealized +8.7%
SPARTON CORP 0.0%
Value ($000) $11 Shares 475 Est. Cost $25.26 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $11 Shares 201 Est. Cost $40.84 Unrealized +44.2%
SYY SYSCO CORP 0.0%
Value ($000) $11 Shares 175 Est. Cost $41.82 Unrealized +9.5%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $11 Shares 211 Est. Cost $37.91 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $11 Shares 95 Est. Cost $89.59 Unrealized +7.3%
THOMSON REUTERS CORP 0.0%
Value ($000) $11 Shares 246 Est. Cost $40.65 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $10 Shares 285 Est. Cost $20.25 Unrealized +26.5%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $10 Shares 144 Est. Cost $51.13 Unrealized +29.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $10 Shares 46 Est. Cost $121.70 Unrealized +52.9%
F FORD MTR CO DEL 0.0%
Value ($000) $10 Shares 828 Est. Cost $8.40 Unrealized -4.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $10 Shares 85 Est. Cost $51.35 Unrealized +48.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $10 Shares 30 Est. Cost $238.57 Unrealized +6.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $10 Shares 28 Est. Cost $250.00 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $10 Shares 60 Est. Cost $104.02 Unrealized +24.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $10 Shares 95 Est. Cost $80.47 Unrealized +21.4%
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $10 Shares 696 Est. Cost $14.37 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $10 Shares 92 Est. Cost $59.27 Unrealized +22.0%
BND VANGUARD BD INDEX FD INC TOTAL BND MRKT 0.0%
Value ($000) $10 Shares 124 Est. Cost $80.65 Unrealized
MET METLIFE INC 0.0%
Value ($000) $9 Shares 179 Est. Cost $33.72 Unrealized +18.3%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $9 Shares 100 Est. Cost $41.68 Unrealized +43.2%
EIX EDISON INTL 0.0%
Value ($000) $9 Shares 144 Est. Cost $48.33 Unrealized +11.2%
IP INTL PAPER CO 0.0%
Value ($000) $9 Shares 149 Est. Cost $31.25 Unrealized +20.3%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $9 Shares 100 Est. Cost $43.91 Unrealized +72.4%
PROOFPOINT INC 0.0%
Value ($000) $9 Shares 99 Est. Cost $70.71 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $8 Shares 136 Est. Cost $41.49 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $8 Shares 137 Est. Cost $49.81 Unrealized -0.2%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $8 Shares 102 Est. Cost $45.53 Unrealized +72.2%
FIVE FIVE BELOW INC 0.0%
Value ($000) $8 Shares 118 Est. Cost $39.36 Unrealized +52.6%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $8 Shares 87 Est. Cost $68.97 Unrealized
HPQ HP INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $9.70 Unrealized +67.4%
DXJ WISDOMTREE TR JAPN HEDGE EQT 0.0%
Value ($000) $8 Shares 136 Est. Cost $46.61 Unrealized
BP BP PLC 0.0%
Value ($000) $7 Shares 164 Est. Cost $37.41 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $7 Shares 62 Est. Cost $111.91 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $7 Shares 55 Est. Cost $57.82 Unrealized +57.2%
TIME WARNER INC 0.0%
Value ($000) $7 Shares 76 Est. Cost $92.11 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 124 Est. Cost $45.90 Unrealized +3.3%
RAYTHEON CO 0.0%
Value ($000) $7 Shares 35 Est. Cost $142.86 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $85.54 Unrealized
EWJ ISHARES IN CMSCI JPN ETF NEW 0.0%
Value ($000) $7 Shares 124 Est. Cost $48.39 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $6 Shares 400 Est. Cost $7.96 Unrealized +38.7%
USCI UNITED STS COMMODITY INDEX COMM IDX 0.0%
Value ($000) $6 Shares 137 Est. Cost $45.77 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $6 Shares 40 Est. Cost $83.99 Unrealized +35.7%
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $6 Shares 113 Est. Cost $44.80 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.0%
Value ($000) $6 Shares 659 Est. Cost $7.57 Unrealized
CONCHO RES INC 0.0%
Value ($000) $6 Shares 39 Est. Cost $128.21 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $6 Shares 64 Est. Cost $62.87 Unrealized +22.2%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $5 Shares 1,300 Est. Cost $11.45 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $68.34 Unrealized +39.2%
UA UNDER ARMOUR INC 0.0%
Value ($000) $5 Shares 407 Est. Cost $27.67 Unrealized -52.7%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $5 Shares 43 Est. Cost $74.44 Unrealized +45.8%
RUTHS HOSPITALITY GROUP INC 0.0%
Value ($000) $5 Shares 252 Est. Cost $15.87 Unrealized
VANTIV INC 0.0%
Value ($000) $5 Shares 69 Est. Cost $57.97 Unrealized
NUVASIVE INC 0.0%
Value ($000) $5 Shares 77 Est. Cost $64.94 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $5 Shares 135 Est. Cost $49.28 Unrealized
MONSANTO CO NEW 0.0%
Value ($000) $5 Shares 41 Est. Cost $97.65 Unrealized
SPLUNK INC 0.0%
Value ($000) $4 Shares 49 Est. Cost $47.24 Unrealized
POTASH CORP SASK INC 0.0%
Value ($000) $4 Shares 212 Est. Cost $33.02 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $4 Shares 89 Est. Cost $37.23 Unrealized +30.3%
ILF ISHARES TR LATN AMER 40 ETF 0.0%
Value ($000) $4 Shares 119 Est. Cost $26.79 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $13.85 Unrealized +57.1%
FTNT FORTINET INC 0.0%
Value ($000) $4 Shares 83 Est. Cost $6.25 Unrealized +30.4%
FE FIRSTENERGY CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.34 Unrealized +4.3%
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.0%
Value ($000) $3 Shares 104 Est. Cost $19.61 Unrealized
BROADCOM LTD 0.0%
Value ($000) $3 Shares 11 Est. Cost $181.82 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $3 Shares 270 Est. Cost $11.11 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $107.94 Unrealized +15.9%
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $3 Shares 121 Est. Cost $24.79 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $74.62 Unrealized -35.4%
VOYA EMERGING MKTS HIGH DIVI 0.0%
Value ($000) $3 Shares 298 Est. Cost $9.18 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $55.48 Unrealized +40.0%
KR KROGER CO 0.0%
Value ($000) $3 Shares 117 Est. Cost $26.80 Unrealized -26.8%
FHI FEDERATED INVS INC PA 0.0%
Value ($000) $3 Shares 75 Est. Cost $19.44 Unrealized +16.2%
OKE ONEOK INC NEW 0.0%
Value ($000) $3 Shares 56 Est. Cost $23.36 Unrealized +37.3%
ASIA PAC FD INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
TD AMERITRADE HLDG CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $37.04 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $105.86 Unrealized +62.5%
CRM SALESFORCE COM INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $71.70 Unrealized +40.4%
CARRIZO OIL & GAS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $50.00 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.65 Unrealized -2.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $249.77 Unrealized -15.3%
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
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.04 Unrealized
TBX PROSHARES TR SHT 7-10 YR 0.0%
Value ($000) $2 Shares 64 Est. Cost $31.25 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $164.67 Unrealized +64.2%
SPEU SPDR INDEX SHS FDS STOXX EUR 50 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
NKE NIKE INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $51.97 Unrealized -0.4%
RITE AID CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $8.07 Unrealized
U S G CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $104.25 Unrealized +1.5%
T AT&T INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $16.11 Unrealized -5.3%
VOYA RISK MANAGED NAT RES FD 0.0%
Value ($000) $1 Shares 215 Est. Cost $7.24 Unrealized
MELLANOX TECHNOLOGIES LTD 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.33 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
OCEAN PWR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $2.00 Unrealized
MOO VANECK VECTORS ETF TR AGRIBUSINESS 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.47 Unrealized
AEO AMERICAN EAGLE OUTFITTERS NE 0.0%
Value ($000) $1 Shares 35 Est. Cost $12.71 Unrealized -4.1%
TRS TRIMAS CORP 0.0%
Value ($000) $1 Shares 55 Est. Cost $23.60 Unrealized +12.9%
VIACOM INC NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $50.89 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $59.99 Unrealized -1.4%
BWEN BROADWIND ENERGY INC 0.0%
Value ($000) $1 Shares 198 Est. Cost $5.20 Unrealized -47.6%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.57 Unrealized
GLOBALSCAPE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
TIME INC NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.26 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 311 Est. Cost $1.99 Unrealized
SEARS HLDGS CORP W EXP 12/15/201 0.0%
Value ($000) $0 Shares 35 Est. Cost $28.57 Unrealized
HORIZON GLOBAL CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.78 Unrealized -40.8%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +58.7%