Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 14, 2018

Total Value ($000): $257,463 (100.0% shares, 0.0% debt)

Holdings (338)

VTI VANGUARD INDEX FDS TOTAL STK MKT 14.2%
Value ($000) $36,603 Shares 269,697 Est. Cost $108.05 Unrealized
VEU VANGUARD INTL EQUITY INDEX ALLWRLD EX US 11.1%
Value ($000) $28,522 Shares 524,599 Est. Cost $47.80 Unrealized
SPY SPDR S&P 500 ETF TR 6.4%
Value ($000) $16,353 Shares 62,145 Est. Cost $210.62 Unrealized
VXUS VANGUARD STAR FD VG TL INTL STK 5.9%
Value ($000) $15,316 Shares 270,846 Est. Cost $49.51 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 4.6%
Value ($000) $11,829 Shares 116,480 Est. Cost $101.69 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 4.6%
Value ($000) $11,808 Shares 185,101 Est. Cost $52.07 Unrealized
NEAR ISHARES U S ETF TR SHT MAT BD 4.6%
Value ($000) $11,760 Shares 234,453 Est. Cost $50.21 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT 4.2%
Value ($000) $10,723 Shares 242,319 Est. Cost $38.04 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 3.3%
Value ($000) $8,591 Shares 131,322 Est. Cost $41.82 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 3.3%
Value ($000) $8,489 Shares 102,910 Est. Cost $68.28 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 2.9%
Value ($000) $7,468 Shares 54,873 Est. Cost $98.91 Unrealized
IGE ISHARES TR NA NAT RES 2.7%
Value ($000) $6,972 Shares 210,622 Est. Cost $33.43 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 2.4%
Value ($000) $6,130 Shares 39,208 Est. Cost $123.70 Unrealized
TORTOISE ENERGY INFRA CORP 2.3%
Value ($000) $5,918 Shares 236,898 Est. Cost $36.24 Unrealized
VWO VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 2.3%
Value ($000) $5,891 Shares 125,398 Est. Cost $38.22 Unrealized
OEF ISHARES TR S&P 100 ETF 2.1%
Value ($000) $5,292 Shares 45,625 Est. Cost $90.42 Unrealized
BIZD VANECK VECTORS ETF TR BDC INCOME 2.1%
Value ($000) $5,282 Shares 324,871 Est. Cost $17.35 Unrealized
FLOT ISHARES TR 1.8%
Value ($000) $4,572 Shares 89,778 Est. Cost $50.92 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 1.2%
Value ($000) $3,111 Shares 62,617 Est. Cost $41.08 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.2%
Value ($000) $3,035 Shares 43,550 Est. Cost $64.09 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 1.1%
Value ($000) $2,933 Shares 48,516 Est. Cost $60.24 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 1.1%
Value ($000) $2,736 Shares 81,149 Est. Cost $32.51 Unrealized
SDY SPDR SERIES TRUST S&P DIVID 1.0%
Value ($000) $2,697 Shares 29,574 Est. Cost $78.22 Unrealized
DBEF DBX TR XTRAK MSCI EAFE 1.0%
Value ($000) $2,660 Shares 86,614 Est. Cost $28.20 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 1.0%
Value ($000) $2,643 Shares 35,016 Est. Cost $83.78 Unrealized
BXMT BLACKSTONE MTG TR INC 0.8%
Value ($000) $2,081 Shares 66,236 Est. Cost $28.73 Unrealized
STWD STARWOOD PPTY TR INC 0.8%
Value ($000) $2,007 Shares 95,808 Est. Cost $23.72 Unrealized
ALPS ETF TR ALERIAN 0.5%
Value ($000) $1,371 Shares 146,317 Est. Cost $9.37 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.5%
Value ($000) $1,322 Shares 17,048 Est. Cost $63.99 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.5%
Value ($000) $1,310 Shares 8,920 Est. Cost $115.81 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.5%
Value ($000) $1,197 Shares 10,945 Est. Cost $92.55 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.5%
Value ($000) $1,196 Shares 14,688 Est. Cost $72.49 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.3%
Value ($000) $822 Shares 17,030 Est. Cost $37.70 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.3%
Value ($000) $778 Shares 14,779 Est. Cost $48.73 Unrealized
VO VANGUARD INDEX FDS MID CAP 0.2%
Value ($000) $628 Shares 4,071 Est. Cost $154.26 Unrealized
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.2%
Value ($000) $571 Shares 8,476 Est. Cost $71.97 Unrealized
FIRST TR ENERGY INCOME & GRW 0.2%
Value ($000) $565 Shares 25,987 Est. Cost $26.34 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.2%
Value ($000) $561 Shares 19,552 Est. Cost $21.09 Unrealized
VCSH VANGUARD SHRT TRM CORP BD 0.2%
Value ($000) $527 Shares 6,721 Est. Cost $79.30 Unrealized
POWERSHARES QQQ TRUST 0.2%
Value ($000) $486 Shares 3,035 Est. Cost $107.99 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $358 Shares 3,424 Est. Cost $68.44 Unrealized +24.9%
BIIB BIOGEN INC 0.1%
Value ($000) $355 Shares 1,296 Est. Cost $378.09 Unrealized -17.9%
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $353 Shares 2,945 Est. Cost $103.23 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $347 Shares 3,797 Est. Cost $53.26 Unrealized +58.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $335 Shares 1,681 Est. Cost $184.19 Unrealized +11.5%
IUSV ISHARES TR CORE S&P VLU ETF 0.1%
Value ($000) $325 Shares 6,114 Est. Cost $75.73 Unrealized
PRUDENTIAL SHT DURATION HG Y 0.1%
Value ($000) $325 Shares 23,021 Est. Cost $15.02 Unrealized
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $313 Shares 2,772 Est. Cost $113.57 Unrealized
HEFA ISHARES TR HDG MSCI EAFE 0.1%
Value ($000) $288 Shares 10,018 Est. Cost $25.17 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $268 Shares 3,587 Est. Cost $56.37 Unrealized -1.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $261 Shares 1,700 Est. Cost $112.95 Unrealized +24.6%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $251 Shares 23,677 Est. Cost $10.79 Unrealized
ISHARES TR IBONDS DEC19 0.1%
Value ($000) $250 Shares 10,111 Est. Cost $24.92 Unrealized
ISHARES TR IBONDS DEC20 0.1%
Value ($000) $248 Shares 9,884 Est. Cost $25.39 Unrealized
ISHARES TR IBONDS DEC21 0.1%
Value ($000) $248 Shares 10,119 Est. Cost $24.83 Unrealized
ISHARES TR 0.1%
Value ($000) $244 Shares 9,936 Est. Cost $25.26 Unrealized
ISHARES TR IBONDS DEC 2023 0.1%
Value ($000) $242 Shares 9,898 Est. Cost $25.06 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $233 Shares 3,744 Est. Cost $26.69 Unrealized +37.0%
EATON VANCE MUN BD FD 0.1%
Value ($000) $219 Shares 18,489 Est. Cost $12.26 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $212 Shares 4,934 Est. Cost $20.32 Unrealized +64.7%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $205 Shares 1,324 Est. Cost $114.04 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $204 Shares 2,052 Est. Cost $54.48 Unrealized +26.1%
SCHZ SCHWAB STRATEGIC TR US AGGREGATE B 0.1%
Value ($000) $203 Shares 3,980 Est. Cost $53.39 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $196 Shares 1,184 Est. Cost $25.56 Unrealized +20.8%
AMZN AMAZON COM INC 0.1%
Value ($000) $192 Shares 133 Est. Cost $56.53 Unrealized +26.5%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $183 Shares 1,207 Est. Cost $66.35 Unrealized +78.1%
META FACEBOOK INC 0.1%
Value ($000) $178 Shares 1,117 Est. Cost $165.15 Unrealized +8.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $169 Shares 1,316 Est. Cost $95.74 Unrealized +13.2%
AAPL APPLE INC 0.1%
Value ($000) $162 Shares 965 Est. Cost $24.24 Unrealized +66.7%
BALDWIN & LYONS INC 0.1%
Value ($000) $145 Shares 6,608 Est. Cost $23.00 Unrealized
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $139 Shares 67 Est. Cost $1933.58 Unrealized 0.0%
IYE ISHARES TR U.S. ENERGY ETF 0.1%
Value ($000) $133 Shares 3,608 Est. Cost $43.49 Unrealized
V VISA INC 0.0%
Value ($000) $124 Shares 1,033 Est. Cost $97.66 Unrealized +17.5%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $123 Shares 710 Est. Cost $130.51 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $118 Shares 1,177 Est. Cost $86.96 Unrealized +0.0%
NVS NOVARTIS A G 0.0%
Value ($000) $112 Shares 1,388 Est. Cost $82.57 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $110 Shares 630 Est. Cost $134.76 Unrealized +21.5%
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $104 Shares 6,936 Est. Cost $14.93 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.0%
Value ($000) $103 Shares 387 Est. Cost $207.76 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $99 Shares 1,107 Est. Cost $70.85 Unrealized +12.9%
DVA DAVITA INC 0.0%
Value ($000) $99 Shares 1,502 Est. Cost $64.29 Unrealized +14.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $94 Shares 822 Est. Cost $78.38 Unrealized +8.5%
U S SILICA HLDGS INC 0.0%
Value ($000) $92 Shares 3,600 Est. Cost $25.56 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $92 Shares 430 Est. Cost $145.82 Unrealized +17.2%
INTC INTEL CORP 0.0%
Value ($000) $90 Shares 1,720 Est. Cost $26.46 Unrealized +51.4%
GOOGL ALPHABET INC 0.0%
Value ($000) $89 Shares 86 Est. Cost $45.71 Unrealized +20.4%
VIG VANGUARD SPECIALIZED PORTFOL DIV APP 0.0%
Value ($000) $89 Shares 880 Est. Cost $80.24 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $88 Shares 805 Est. Cost $77.38 Unrealized +15.3%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $85 Shares 350 Est. Cost $188.57 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $84 Shares 1,003 Est. Cost $72.14 Unrealized +3.8%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $83 Shares 681 Est. Cost $102.79 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $83 Shares 533 Est. Cost $117.87 Unrealized +15.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $79 Shares 1,642 Est. Cost $30.73 Unrealized +7.5%
ABEV AMBEV SA 0.0%
Value ($000) $78 Shares 10,777 Est. Cost $6.49 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $77 Shares 691 Est. Cost $39.31 Unrealized +6.3%
GOOG ALPHABET INC 0.0%
Value ($000) $77 Shares 75 Est. Cost $46.35 Unrealized +18.2%
PFS PROVIDENT FINL SVCS INC 0.0%
Value ($000) $76 Shares 2,976 Est. Cost $16.35 Unrealized +9.0%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $76 Shares 500 Est. Cost $134.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $75 Shares 486 Est. Cost $94.04 Unrealized +14.1%
ORCL ORACLE CORP 0.0%
Value ($000) $73 Shares 1,600 Est. Cost $35.25 Unrealized +25.5%
EATON VANCE MUN BD FD II 0.0%
Value ($000) $71 Shares 6,058 Est. Cost $12.71 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $71 Shares 660 Est. Cost $54.58 Unrealized +51.0%
FDX FEDEX CORP 0.0%
Value ($000) $70 Shares 293 Est. Cost $201.83 Unrealized +9.3%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $70 Shares 5,411 Est. Cost $12.76 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $68 Shares 838 Est. Cost $86.63 Unrealized -0.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $68 Shares 1,055 Est. Cost $53.04 Unrealized +5.1%
POWERSHARES ETF TR II S&P500 LOW VOL 0.0%
Value ($000) $67 Shares 1,430 Est. Cost $37.76 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $67 Shares 832 Est. Cost $64.98 Unrealized +3.6%
MMM 3M CO 0.0%
Value ($000) $66 Shares 300 Est. Cost $150.16 Unrealized 0.0%
SEATTLE GENETICS INC 0.0%
Value ($000) $66 Shares 1,256 Est. Cost $53.14 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $65 Shares 1,666 Est. Cost $44.86 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $61 Shares 521 Est. Cost $107.25 Unrealized +4.3%
UNILEVER PLC 0.0%
Value ($000) $60 Shares 1,082 Est. Cost $55.70 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $56 Shares 342 Est. Cost $150.17 Unrealized +8.8%
ARCONIC INC 0.0%
Value ($000) $55 Shares 2,391 Est. Cost $26.98 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $55 Shares 800 Est. Cost $58.98 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $55 Shares 456 Est. Cost $108.08 Unrealized +9.0%
HD HOME DEPOT INC 0.0%
Value ($000) $55 Shares 308 Est. Cost $103.98 Unrealized +48.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $54 Shares 156 Est. Cost $369.59 Unrealized -6.4%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $54 Shares 848 Est. Cost $45.83 Unrealized +5.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $53 Shares 665 Est. Cost $67.25 Unrealized +0.9%
SEE SEALED AIR CORP 0.0%
Value ($000) $52 Shares 1,210 Est. Cost $39.53 Unrealized -0.9%
QRVO QORVO INC 0.0%
Value ($000) $50 Shares 713 Est. Cost $73.93 Unrealized +1.9%
WY WEYERHAEUSER CO 0.0%
Value ($000) $49 Shares 1,390 Est. Cost $25.78 Unrealized +0.5%
ZAYO GROUP HLDGS INC 0.0%
Value ($000) $48 Shares 1,402 Est. Cost $36.79 Unrealized
GENESEE & WYOMING CLASS 0.0%
Value ($000) $47 Shares 665 Est. Cost $76.19 Unrealized
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $46 Shares 3,321 Est. Cost $14.96 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $46 Shares 3,478 Est. Cost $14.61 Unrealized
VT VANGUARD INTL EQUITY INDEX TT WRLD ST ETF 0.0%
Value ($000) $45 Shares 611 Est. Cost $62.19 Unrealized
NIELSEN HLDGS PLC 0.0%
Value ($000) $45 Shares 1,413 Est. Cost $33.67 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $35.07 Unrealized 0.0%
BAC BANK AMER CORP 0.0%
Value ($000) $43 Shares 1,421 Est. Cost $14.74 Unrealized +76.8%
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $42 Shares 250 Est. Cost $116.44 Unrealized
BLACKROCK INC 0.0%
Value ($000) $41 Shares 76 Est. Cost $512.29 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $40 Shares 785 Est. Cost $30.10 Unrealized +48.6%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $39 Shares 208 Est. Cost $151.33 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $38 Shares 864 Est. Cost $23.56 Unrealized +65.5%
POWERSHARES ETF TRUST WATER RESOURCE 0.0%
Value ($000) $36 Shares 1,170 Est. Cost $25.00 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $35 Shares 2,647 Est. Cost $13.43 Unrealized
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.0%
Value ($000) $35 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
HANESBRANDS INC 0.0%
Value ($000) $35 Shares 1,890 Est. Cost $25.00 Unrealized
ASH ASHLAND GLOBAL HLDGS INC 0.0%
Value ($000) $34 Shares 486 Est. Cost $60.68 Unrealized +4.1%
BALL BALL CORPORATION 0.0%
Value ($000) $34 Shares 857 Est. Cost $36.37 Unrealized -1.5%
INCY INCYTE CORP 0.0%
Value ($000) $33 Shares 397 Est. Cost $96.31 Unrealized -6.4%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $33 Shares 323 Est. Cost $74.30 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $33 Shares 304 Est. Cost $49.72 Unrealized +83.9%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $32 Shares 591 Est. Cost $35.65 Unrealized +42.3%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $31 Shares 3,120 Est. Cost $10.34 Unrealized -0.4%
CE CELANESE CORP DEL 0.0%
Value ($000) $31 Shares 310 Est. Cost $54.65 Unrealized +65.8%
VPL VANGUARD INTL EQUITY INDEX FTSE PACIFIC ETF 0.0%
Value ($000) $31 Shares 421 Est. Cost $57.01 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $30 Shares 204 Est. Cost $130.04 Unrealized
EFV ISHARES TR EAFE VALUE 0.0%
Value ($000) $29 Shares 529 Est. Cost $54.82 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $28 Shares 742 Est. Cost $41.40 Unrealized
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $27 Shares 396 Est. Cost $73.96 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $26 Shares 386 Est. Cost $42.44 Unrealized +20.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $26 Shares 1,925 Est. Cost $28.01 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $25 Shares 2,168 Est. Cost $11.43 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $25 Shares 473 Est. Cost $39.91 Unrealized +19.6%
VOYA GLBL ADV & PREM OPP FD 0.0%
Value ($000) $25 Shares 2,310 Est. Cost $12.12 Unrealized
SPIRIT AIRLS INC 0.0%
Value ($000) $24 Shares 630 Est. Cost $42.86 Unrealized
BLACKROCK MUNI INCOME INV QL 0.0%
Value ($000) $24 Shares 1,732 Est. Cost $14.32 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $24 Shares 440 Est. Cost $30.17 Unrealized +14.9%
ETN EATON CORP PLC 0.0%
Value ($000) $24 Shares 300 Est. Cost $54.15 Unrealized +29.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $23 Shares 104 Est. Cost $158.64 Unrealized +22.6%
BLACKROCK MUNI 2018 TERM TR 0.0%
Value ($000) $23 Shares 1,554 Est. Cost $16.09 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $23 Shares 243 Est. Cost $43.05 Unrealized +82.4%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $22 Shares 172 Est. Cost $126.58 Unrealized
MOMO INC 0.0%
Value ($000) $22 Shares 577 Est. Cost $38.13 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $22 Shares 270 Est. Cost $52.28 Unrealized +35.1%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $22 Shares 284 Est. Cost $93.63 Unrealized
VGT VANGUARD WORLD FDS INF TECH 0.0%
Value ($000) $21 Shares 125 Est. Cost $112.00 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $21 Shares 204 Est. Cost $82.07 Unrealized +5.8%
BLACKROCK GLOBAL OPP EQTY TR 0.0%
Value ($000) $21 Shares 1,820 Est. Cost $13.74 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $20 Shares 1,355 Est. Cost $9.08 Unrealized +21.2%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $20 Shares 238 Est. Cost $69.83 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $20 Shares 304 Est. Cost $69.08 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $19 Shares 300 Est. Cost $61.05 Unrealized -8.5%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $19 Shares 143 Est. Cost $80.72 Unrealized +53.1%
CELGENE CORP 0.0%
Value ($000) $19 Shares 211 Est. Cost $104.65 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $19 Shares 204 Est. Cost $26.55 Unrealized +49.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $19 Shares 54 Est. Cost $200.65 Unrealized +46.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $18 Shares 420 Est. Cost $28.57 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $18 Shares 204 Est. Cost $20.09 Unrealized +41.1%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $18 Shares 520 Est. Cost $50.96 Unrealized
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $18 Shares 231 Est. Cost $88.03 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $17 Shares 345 Est. Cost $40.26 Unrealized
SUNTRUST BKS INC 0.0%
Value ($000) $17 Shares 248 Est. Cost $56.45 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $16 Shares 128 Est. Cost $96.88 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $16 Shares 400 Est. Cost $24.51 Unrealized +49.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $15 Shares 364 Est. Cost $34.48 Unrealized +4.0%
ALLIANZGI NFJ DIVID INT & PR 0.0%
Value ($000) $15 Shares 1,213 Est. Cost $12.37 Unrealized
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $15 Shares 222 Est. Cost $63.12 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $15 Shares 201 Est. Cost $40.84 Unrealized +58.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $15 Shares 146 Est. Cost $103.02 Unrealized 0.0%
STAG STAG INDL INC 0.0%
Value ($000) $15 Shares 629 Est. Cost $23.85 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $14 Shares 207 Est. Cost $36.27 Unrealized +58.9%
TMUS T MOBILE US INC 0.0%
Value ($000) $14 Shares 230 Est. Cost $60.44 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $14 Shares 100 Est. Cost $108.37 Unrealized +16.4%
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $14 Shares 896 Est. Cost $16.53 Unrealized 0.0%
MGA MAGNA INTL INC 0.0%
Value ($000) $14 Shares 252 Est. Cost $43.73 Unrealized 0.0%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $14 Shares 344 Est. Cost $46.43 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $14 Shares 88 Est. Cost $159.09 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $14 Shares 635 Est. Cost $23.60 Unrealized +0.8%
PIERIS PHARMACEUTICALS INC 0.0%
Value ($000) $14 Shares 2,063 Est. Cost $7.76 Unrealized
VDE VANGUARD WORLD FDS ENERGY 0.0%
Value ($000) $14 Shares 155 Est. Cost $108.57 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $14 Shares 839 Est. Cost $39.00 Unrealized -59.9%
POWERSHARES ETF TR II SOVEREIGN DEBT 0.0%
Value ($000) $13 Shares 465 Est. Cost $30.11 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $13 Shares 96 Est. Cost $80.32 Unrealized +40.8%
DOWDUPONT INC 0.0%
Value ($000) $13 Shares 201 Est. Cost $69.65 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $13 Shares 202 Est. Cost $67.65 Unrealized -6.2%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $13 Shares 117 Est. Cost $112.62 Unrealized 0.0%
CWI SPDR INDEX SHS FDS MSCI ACWI EXUS 0.0%
Value ($000) $12 Shares 315 Est. Cost $31.75 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $12 Shares 124 Est. Cost $64.52 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $12 Shares 55 Est. Cost $145.60 Unrealized +30.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $12 Shares 129 Est. Cost $57.46 Unrealized +40.5%
DIAMOND OFFSHORE DRILLING IN 0.0%
Value ($000) $11 Shares 720 Est. Cost $15.28 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $11 Shares 159 Est. Cost $57.09 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $11 Shares 114 Est. Cost $93.13 Unrealized +8.4%
GLW CORNING INC 0.0%
Value ($000) $11 Shares 390 Est. Cost $23.59 Unrealized +5.2%
PROOFPOINT INC 0.0%
Value ($000) $11 Shares 99 Est. Cost $70.71 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $11 Shares 60 Est. Cost $104.02 Unrealized +40.9%
STT STATE STR CORP 0.0%
Value ($000) $11 Shares 114 Est. Cost $46.50 Unrealized +76.2%
PFE PFIZER INC 0.0%
Value ($000) $11 Shares 309 Est. Cost $20.04 Unrealized +20.9%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $11 Shares 102 Est. Cost $45.53 Unrealized +106.7%
BND VANGUARD BD INDEX FD INC TOTAL BND MRKT 0.0%
Value ($000) $10 Shares 124 Est. Cost $80.65 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $10 Shares 175 Est. Cost $41.82 Unrealized +17.8%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $10 Shares 144 Est. Cost $51.13 Unrealized +31.8%
THOMSON REUTERS CORP 0.0%
Value ($000) $10 Shares 246 Est. Cost $40.65 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $10 Shares 282 Est. Cost $26.82 Unrealized +18.5%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $10 Shares 211 Est. Cost $37.91 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $10 Shares 69 Est. Cost $80.07 Unrealized +74.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $10 Shares 55 Est. Cost $87.86 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $10 Shares 46 Est. Cost $121.70 Unrealized +65.3%
MRK MERCK & CO INC 0.0%
Value ($000) $10 Shares 192 Est. Cost $42.51 Unrealized -0.6%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $10 Shares 28 Est. Cost $250.00 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $10 Shares 285 Est. Cost $20.25 Unrealized +27.9%
CBS CORP NEW 0.0%
Value ($000) $10 Shares 200 Est. Cost $57.87 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $10 Shares 92 Est. Cost $59.27 Unrealized +13.4%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $10 Shares 240 Est. Cost $49.24 Unrealized -2.8%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $9 Shares 95 Est. Cost $80.47 Unrealized +30.3%
NUTRI SYS INC NEW 0.0%
Value ($000) $9 Shares 342 Est. Cost $26.32 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $9 Shares 144 Est. Cost $48.33 Unrealized -9.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $9 Shares 75 Est. Cost $89.59 Unrealized +10.1%
F FORD MTR CO DEL 0.0%
Value ($000) $9 Shares 837 Est. Cost $8.39 Unrealized -10.8%
CLAYMORE EXCHANGE TRD FD TR 0.0%
Value ($000) $9 Shares 374 Est. Cost $24.06 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $9 Shares 100 Est. Cost $41.68 Unrealized +63.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $9 Shares 85 Est. Cost $51.35 Unrealized +50.1%
HPQ HP INC 0.0%
Value ($000) $9 Shares 400 Est. Cost $9.70 Unrealized +78.9%
FIVE FIVE BELOW INC 0.0%
Value ($000) $9 Shares 118 Est. Cost $39.36 Unrealized +71.2%
EWJ ISHARES IN CMSCI JPN ETF NEW 0.0%
Value ($000) $8 Shares 124 Est. Cost $48.39 Unrealized
RAYTHEON CO 0.0%
Value ($000) $8 Shares 35 Est. Cost $142.86 Unrealized
SPARTON CORP 0.0%
Value ($000) $8 Shares 475 Est. Cost $25.26 Unrealized
DXJ WISDOMTREE TR JAPN HEDGE EQT 0.0%
Value ($000) $8 Shares 136 Est. Cost $46.61 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $8 Shares 136 Est. Cost $41.49 Unrealized
MET METLIFE INC 0.0%
Value ($000) $8 Shares 179 Est. Cost $33.72 Unrealized +9.8%
IP INTL PAPER CO 0.0%
Value ($000) $8 Shares 149 Est. Cost $31.25 Unrealized +25.5%
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 +60.1%
BP BP PLC 0.0%
Value ($000) $7 Shares 167 Est. Cost $37.49 Unrealized
TIME WARNER INC 0.0%
Value ($000) $7 Shares 76 Est. Cost $92.11 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $7 Shares 400 Est. Cost $7.96 Unrealized +66.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 124 Est. Cost $45.90 Unrealized +6.1%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $7 Shares 137 Est. Cost $49.81 Unrealized -3.5%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $7 Shares 62 Est. Cost $111.91 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $6 Shares 113 Est. Cost $44.80 Unrealized
WORLDPAY INC 0.0%
Value ($000) $6 Shares 69 Est. Cost $86.96 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $6 Shares 64 Est. Cost $62.87 Unrealized +32.7%
CONCHO RES INC 0.0%
Value ($000) $6 Shares 39 Est. Cost $128.21 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.0%
Value ($000) $6 Shares 659 Est. Cost $7.57 Unrealized
T AT&T INC 0.0%
Value ($000) $6 Shares 182 Est. Cost $15.87 Unrealized -0.3%
USCI UNITED STS COMMODITY INDEX COMM IDX 0.0%
Value ($000) $6 Shares 137 Est. Cost $45.77 Unrealized
UA UNDER ARMOUR INC 0.0%
Value ($000) $6 Shares 407 Est. Cost $27.67 Unrealized -49.1%
RUTHS HOSPITALITY GROUP INC 0.0%
Value ($000) $6 Shares 252 Est. Cost $15.87 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $6 Shares 55 Est. Cost $57.82 Unrealized +64.4%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $68.34 Unrealized +53.9%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $5 Shares 89 Est. Cost $37.23 Unrealized +33.0%
SPLUNK INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $47.24 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $5 Shares 43 Est. Cost $74.44 Unrealized +49.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $5 Shares 40 Est. Cost $83.99 Unrealized +46.1%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $5 Shares 135 Est. Cost $49.28 Unrealized
ILF ISHARES TR LATN AMER 40 ETF 0.0%
Value ($000) $4 Shares 119 Est. Cost $26.79 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $105.86 Unrealized +92.1%
NUVASIVE INC 0.0%
Value ($000) $4 Shares 77 Est. Cost $64.94 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $4 Shares 83 Est. Cost $6.25 Unrealized +55.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $107.94 Unrealized +29.3%
ENSCO PLC 0.0%
Value ($000) $4 Shares 913 Est. Cost $4.38 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $4 Shares 84 Est. Cost $38.37 Unrealized 0.0%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $4 Shares 1,300 Est. Cost $11.45 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.34 Unrealized +4.3%
ASIA PAC FD INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
FHI FEDERATED INVS INC PA 0.0%
Value ($000) $3 Shares 75 Est. Cost $19.44 Unrealized +22.8%
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.0%
Value ($000) $3 Shares 105 Est. Cost $19.61 Unrealized
KR KROGER CO 0.0%
Value ($000) $3 Shares 117 Est. Cost $26.80 Unrealized -14.3%
ISHARES GOLD TRUST 0.0%
Value ($000) $3 Shares 270 Est. Cost $11.11 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $71.70 Unrealized +58.2%
TD AMERITRADE HLDG CORP 0.0%
Value ($000) $3 Shares 54 Est. Cost $37.04 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $91.06 Unrealized +9.3%
TSLA TESLA INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $13.85 Unrealized +58.9%
ULTIMATE SOFTWARE GROUP INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $181.82 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $3 Shares 56 Est. Cost $23.36 Unrealized +49.8%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $74.62 Unrealized -26.2%
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $3 Shares 121 Est. Cost $24.79 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.0%
Value ($000) $3 Shares 298 Est. Cost $9.18 Unrealized
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
MILACRON HLDGS CORP 0.0%
Value ($000) $2 Shares 112 Est. Cost $17.86 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $164.67 Unrealized +122.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $249.77 Unrealized -13.4%
CARRIZO OIL & GAS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $50.00 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $125.48 Unrealized 0.0%
NVCR NOVOCURE LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.65 Unrealized +9.4%
AGX ARGAN INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $34.03 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $2 Shares 20 Est. Cost $71.47 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $51.97 Unrealized +14.7%
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $1 Shares 54 Est. Cost $37.04 Unrealized
MOO VANECK VECTORS ETF TR AGRIBUSINESS 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.47 Unrealized
VIACOM INC NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $50.89 Unrealized
AEO AMERICAN EAGLE OUTFITTERS NE 0.0%
Value ($000) $1 Shares 35 Est. Cost $12.71 Unrealized +20.0%
OCEAN PWR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $2.00 Unrealized
VOYA RISK MANAGED NAT RES FD 0.0%
Value ($000) $1 Shares 215 Est. Cost $7.24 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
TRS TRIMAS CORP 0.0%
Value ($000) $1 Shares 55 Est. Cost $23.60 Unrealized +9.7%
U S G CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $59.99 Unrealized -3.7%
MELLANOX TECHNOLOGIES LTD 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.33 Unrealized
FHN FIRST HORIZON NATL CORP 0.0%
Value ($000) $1 Shares 52 Est. Cost $14.70 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $1 Shares 38 Est. Cost $24.19 Unrealized 0.0%
BWEN BROADWIND ENERGY INC 0.0%
Value ($000) $0 Shares 198 Est. Cost $5.20 Unrealized -53.2%
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
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
GLOBALSCAPE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +60.4%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.78 Unrealized -41.8%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.57 Unrealized