Fiduciary Group LLC Diversified Active

CIK: 0001645890 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 12, 2015

Total Value ($000): $300,636 (100.0% shares, 0.0% debt)

Holdings (187)

VOO VANGUARD INDEX FDS 3.2%
Value ($000) $9,536 Shares 54,272 Est. Cost $182.10 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $8,677 Shares 78,664 Est. Cost $28.37 Unrealized -7.3%
XOM EXXON MOBIL CORP 2.8%
Value ($000) $8,358 Shares 112,411 Est. Cost $53.96 Unrealized -9.0%
KO COCA COLA CO 2.3%
Value ($000) $6,798 Shares 169,432 Est. Cost $29.04 Unrealized -0.7%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $6,470 Shares 69,307 Est. Cost $74.49 Unrealized -2.7%
AXP AMERICAN EXPRESS CO 1.9%
Value ($000) $5,573 Shares 75,174 Est. Cost $66.80 Unrealized -0.8%
PEP PEPSICO INC 1.8%
Value ($000) $5,464 Shares 57,942 Est. Cost $69.31 Unrealized +0.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $4,985 Shares 38,225 Est. Cost $142.13 Unrealized -3.6%
CMCSA COMCAST CORP NEW 1.6%
Value ($000) $4,913 Shares 86,377 Est. Cost $22.99 Unrealized +1.5%
EXPRESS SCRIPTS HLDG CO 1.6%
Value ($000) $4,779 Shares 59,029 Est. Cost $88.84 Unrealized
ORCL ORACLE CORP 1.6%
Value ($000) $4,745 Shares 131,372 Est. Cost $37.00 Unrealized -11.0%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $4,598 Shares 63,917 Est. Cost $59.96 Unrealized -6.0%
TWENTY FIRST CENTY FOX INC 1.5%
Value ($000) $4,488 Shares 166,343 Est. Cost $31.26 Unrealized
GOOGLE INC 1.5%
Value ($000) $4,488 Shares 7,312 Est. Cost $529.17 Unrealized
DIS DISNEY WALT CO 1.5%
Value ($000) $4,392 Shares 42,976 Est. Cost $100.00 Unrealized -0.3%
PFE PFIZER INC 1.4%
Value ($000) $4,326 Shares 137,741 Est. Cost $20.77 Unrealized -0.8%
AIG AMERICAN INTL GROUP INC 1.4%
Value ($000) $4,325 Shares 76,116 Est. Cost $45.50 Unrealized +3.7%
HD HOME DEPOT INC 1.4%
Value ($000) $4,264 Shares 36,917 Est. Cost $87.09 Unrealized +3.9%
GENERAL ELECTRIC CO 1.4%
Value ($000) $4,111 Shares 163,010 Est. Cost $26.57 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $4,045 Shares 66,339 Est. Cost $49.14 Unrealized +1.0%
ABBV ABBVIE INC 1.3%
Value ($000) $4,024 Shares 73,958 Est. Cost $42.33 Unrealized +0.4%
UNP UNION PAC CORP 1.3%
Value ($000) $3,868 Shares 43,748 Est. Cost $81.08 Unrealized -11.0%
IBM INTERNATIONAL BUSINESS MACHS 1.2%
Value ($000) $3,681 Shares 25,393 Est. Cost $102.75 Unrealized -7.2%
JPMORGAN CHASE & CO 1.2%
Value ($000) $3,679 Shares 121,047 Est. Cost $39.60 Unrealized
T AT&T INC 1.2%
Value ($000) $3,559 Shares 109,249 Est. Cost $12.23 Unrealized +0.3%
AMZN AMAZON COM INC 1.2%
Value ($000) $3,553 Shares 6,940 Est. Cost $20.90 Unrealized +21.0%
DU PONT E I DE NEMOURS & CO 1.1%
Value ($000) $3,411 Shares 70,770 Est. Cost $63.96 Unrealized
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $3,330 Shares 64,855 Est. Cost $41.36 Unrealized -0.7%
GOOGLE INC 1.1%
Value ($000) $3,292 Shares 5,157 Est. Cost $549.02 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $3,221 Shares 72,767 Est. Cost $39.29 Unrealized -1.0%
BAC BANK AMER CORP 1.1%
Value ($000) $3,198 Shares 205,291 Est. Cost $13.14 Unrealized +2.3%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $3,189 Shares 24,039 Est. Cost $117.39 Unrealized +1.6%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $3,148 Shares 72,362 Est. Cost $28.27 Unrealized -4.4%
DGRW WISDOMTREE TR 1.0%
Value ($000) $3,086 Shares 107,837 Est. Cost $29.84 Unrealized
LIBERTY GLOBAL PLC 1.0%
Value ($000) $2,947 Shares 71,852 Est. Cost $50.63 Unrealized
SFTBY SOFTBANK CORP 1.0%
Value ($000) $2,930 Shares 126,565 Est. Cost $29.26 Unrealized
MMM 3M CO 1.0%
Value ($000) $2,880 Shares 20,317 Est. Cost $94.69 Unrealized -7.6%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,824 Shares 35,801 Est. Cost $66.45 Unrealized -19.0%
QCOM QUALCOMM INC 0.9%
Value ($000) $2,821 Shares 52,503 Est. Cost $50.13 Unrealized -12.0%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $2,777 Shares 46,907 Est. Cost $46.01 Unrealized -3.2%
IVV ISHARES TR 0.9%
Value ($000) $2,672 Shares 13,864 Est. Cost $206.53 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.9%
Value ($000) $2,583 Shares 149,398 Est. Cost $19.49 Unrealized
VXUS VANGUARD STAR FD 0.8%
Value ($000) $2,463 Shares 55,584 Est. Cost $45.80 Unrealized
MA MASTERCARD INC 0.8%
Value ($000) $2,430 Shares 26,967 Est. Cost $86.31 Unrealized +2.3%
AMT AMERICAN TOWER CORP NEW 0.8%
Value ($000) $2,406 Shares 27,352 Est. Cost $72.97 Unrealized +0.0%
COP CONOCOPHILLIPS 0.8%
Value ($000) $2,405 Shares 50,140 Est. Cost $46.39 Unrealized -20.7%
VXF VANGUARD INDEX FDS 0.8%
Value ($000) $2,363 Shares 28,952 Est. Cost $84.86 Unrealized
CLX CLOROX CO DEL 0.8%
Value ($000) $2,333 Shares 20,197 Est. Cost $80.03 Unrealized +4.8%
V VISA INC 0.7%
Value ($000) $2,203 Shares 31,625 Est. Cost $63.26 Unrealized +4.9%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $2,104 Shares 21,318 Est. Cost $67.74 Unrealized +0.1%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $2,078 Shares 15,065 Est. Cost $110.30 Unrealized +4.7%
CVS CVS HEALTH CORP 0.7%
Value ($000) $2,077 Shares 21,529 Est. Cost $75.54 Unrealized +3.0%
WHOLE FOODS MKT INC 0.7%
Value ($000) $1,959 Shares 61,911 Est. Cost $39.43 Unrealized
XLU SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,943 Shares 44,884 Est. Cost $41.81 Unrealized
GIS GENERAL MLS INC 0.6%
Value ($000) $1,807 Shares 32,199 Est. Cost $38.79 Unrealized +3.1%
EQIX EQUINIX INC 0.6%
Value ($000) $1,789 Shares 6,544 Est. Cost $198.92 Unrealized +8.2%
BND VANGUARD BD INDEX FD INC 0.6%
Value ($000) $1,765 Shares 21,543 Est. Cost $81.27 Unrealized
MRK MERCK & CO INC NEW 0.6%
Value ($000) $1,702 Shares 34,461 Est. Cost $40.23 Unrealized -4.6%
AYI ACUITY BRANDS INC 0.6%
Value ($000) $1,677 Shares 9,550 Est. Cost $169.64 Unrealized +10.8%
BLACKROCK INC 0.6%
Value ($000) $1,675 Shares 5,631 Est. Cost $346.02 Unrealized
AFL AFLAC INC 0.5%
Value ($000) $1,627 Shares 27,984 Est. Cost $24.64 Unrealized -3.8%
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,567 Shares 13,430 Est. Cost $127.45 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $1,532 Shares 19,944 Est. Cost $53.68 Unrealized +0.7%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $1,521 Shares 8,752 Est. Cost $164.61 Unrealized -3.5%
SO SOUTHERN CO 0.5%
Value ($000) $1,517 Shares 33,945 Est. Cost $27.82 Unrealized +1.8%
NKE NIKE INC 0.5%
Value ($000) $1,489 Shares 12,109 Est. Cost $44.79 Unrealized +10.7%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $1,483 Shares 18,012 Est. Cost $73.98 Unrealized -7.6%
AON PLC 0.5%
Value ($000) $1,439 Shares 16,236 Est. Cost $99.67 Unrealized
ENERGY TRANSFER PRTNRS L P 0.5%
Value ($000) $1,412 Shares 34,385 Est. Cost $52.19 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $1,396 Shares 15,528 Est. Cost $81.09 Unrealized +12.4%
ETN EATON CORP PLC 0.5%
Value ($000) $1,394 Shares 27,180 Est. Cost $55.14 Unrealized -15.7%
ABT ABBOTT LABS 0.5%
Value ($000) $1,386 Shares 34,468 Est. Cost $39.33 Unrealized -1.3%
LLY LILLY ELI & CO 0.5%
Value ($000) $1,383 Shares 16,529 Est. Cost $63.20 Unrealized +11.5%
OXY OCCIDENTAL PETE CORP DEL 0.4%
Value ($000) $1,349 Shares 20,395 Est. Cost $56.86 Unrealized -9.7%
YUM YUM BRANDS INC 0.4%
Value ($000) $1,347 Shares 16,851 Est. Cost $51.97 Unrealized -4.1%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,317 Shares 28,393 Est. Cost $49.66 Unrealized
BAX BAXTER INTL INC 0.4%
Value ($000) $1,302 Shares 39,641 Est. Cost $31.47 Unrealized +1.9%
BAXALTA INC 0.4%
Value ($000) $1,251 Shares 39,711 Est. Cost $31.50 Unrealized
WMT WAL-MART STORES INC 0.4%
Value ($000) $1,249 Shares 19,257 Est. Cost $20.88 Unrealized -9.4%
DEO DIAGEO P L C 0.4%
Value ($000) $1,238 Shares 11,483 Est. Cost $116.02 Unrealized
MCO MOODYS CORP 0.4%
Value ($000) $1,180 Shares 12,012 Est. Cost $96.74 Unrealized -0.9%
ENDO INTL PLC 0.4%
Value ($000) $1,175 Shares 16,963 Est. Cost $79.63 Unrealized
MCK MCKESSON CORP 0.4%
Value ($000) $1,171 Shares 6,329 Est. Cost $213.12 Unrealized -8.2%
BSV VANGUARD BD INDEX FD INC 0.4%
Value ($000) $1,160 Shares 14,424 Est. Cost $80.19 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,106 Shares 11,339 Est. Cost $19.29 Unrealized +0.8%
INTC INTEL CORP 0.4%
Value ($000) $1,081 Shares 35,852 Est. Cost $25.04 Unrealized -9.6%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,036 Shares 7,164 Est. Cost $120.23 Unrealized -0.5%
CMI CUMMINS INC 0.3%
Value ($000) $1,028 Shares 9,472 Est. Cost $102.56 Unrealized -9.4%
EQR EQUITY RESIDENTIAL 0.3%
Value ($000) $1,024 Shares 13,625 Est. Cost $43.33 Unrealized -0.1%
NTRS NORTHERN TR CORP 0.3%
Value ($000) $976 Shares 14,324 Est. Cost $56.07 Unrealized -1.0%
BA BOEING CO 0.3%
Value ($000) $965 Shares 7,369 Est. Cost $128.84 Unrealized -4.3%
AMGN AMGEN INC 0.3%
Value ($000) $958 Shares 6,928 Est. Cost $117.30 Unrealized -0.9%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $939 Shares 13,620 Est. Cost $66.77 Unrealized -11.8%
SCHW SCHWAB CHARLES CORP NEW 0.3%
Value ($000) $867 Shares 30,370 Est. Cost $27.75 Unrealized +1.7%
CIGNA CORPORATION 0.3%
Value ($000) $860 Shares 6,368 Est. Cost $162.01 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $847 Shares 9,513 Est. Cost $110.96 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $839 Shares 10,979 Est. Cost $77.29 Unrealized -15.8%
VIG VANGUARD SPECIALIZED PORTFOL 0.3%
Value ($000) $834 Shares 11,312 Est. Cost $78.14 Unrealized
CHUBB CORP 0.3%
Value ($000) $833 Shares 6,793 Est. Cost $95.10 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $830 Shares 8,425 Est. Cost $74.17 Unrealized +1.6%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $796 Shares 19,002 Est. Cost $30.85 Unrealized +10.3%
ARM HLDGS PLC 0.3%
Value ($000) $781 Shares 18,066 Est. Cost $47.98 Unrealized
VALEANT PHARMACEUTICALS INTL 0.3%
Value ($000) $759 Shares 4,255 Est. Cost $222.08 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $738 Shares 9,184 Est. Cost $67.60 Unrealized -5.5%
BP BP PLC 0.2%
Value ($000) $738 Shares 24,139 Est. Cost $39.95 Unrealized
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $733 Shares 8,648 Est. Cost $107.00 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $703 Shares 10,100 Est. Cost $73.54 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $693 Shares 19,614 Est. Cost $37.52 Unrealized -14.3%
EMR EMERSON ELEC CO 0.2%
Value ($000) $665 Shares 15,045 Est. Cost $44.23 Unrealized -15.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $656 Shares 6,923 Est. Cost $74.76 Unrealized -1.9%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $653 Shares 6,619 Est. Cost $107.07 Unrealized
TMUS T MOBILE US INC 0.2%
Value ($000) $651 Shares 16,342 Est. Cost $34.61 Unrealized +11.4%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $643 Shares 17,334 Est. Cost $44.24 Unrealized -28.7%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $639 Shares 7,692 Est. Cost $84.49 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $629 Shares 8,748 Est. Cost $48.71 Unrealized -3.1%
IGSB ISHARES TR 0.2%
Value ($000) $627 Shares 5,960 Est. Cost $105.32 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $614 Shares 17,223 Est. Cost $39.48 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $608 Shares 7,662 Est. Cost $48.32 Unrealized +1.2%
GWW GRAINGER W W INC 0.2%
Value ($000) $595 Shares 2,767 Est. Cost $204.21 Unrealized -6.9%
PPG PPG INDS INC 0.2%
Value ($000) $595 Shares 6,781 Est. Cost $94.40 Unrealized -10.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $586 Shares 3 Est. Cost $214536.25 Unrealized -4.0%
FEDERAL REALTY INVT TR 0.2%
Value ($000) $581 Shares 4,255 Est. Cost $128.08 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $573 Shares 5,253 Est. Cost $75.84 Unrealized +2.0%
CSX CSX CORP 0.2%
Value ($000) $569 Shares 21,163 Est. Cost $9.83 Unrealized -14.9%
FAST FASTENAL CO 0.2%
Value ($000) $565 Shares 15,436 Est. Cost $7.93 Unrealized -5.1%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $559 Shares 10,714 Est. Cost $51.75 Unrealized
AETNA INC NEW 0.2%
Value ($000) $555 Shares 5,075 Est. Cost $127.55 Unrealized
SUNTRUST BKS INC 0.2%
Value ($000) $547 Shares 14,296 Est. Cost $43.02 Unrealized
DVA DAVITA HEALTHCARE PARTNERS I 0.2%
Value ($000) $541 Shares 7,480 Est. Cost $82.12 Unrealized -5.6%
JXI ISHARES TR 0.2%
Value ($000) $529 Shares 11,940 Est. Cost $44.37 Unrealized
BLACKSTONE GROUP L P 0.2%
Value ($000) $511 Shares 16,125 Est. Cost $40.34 Unrealized
COLFAX CORP 0.2%
Value ($000) $502 Shares 16,794 Est. Cost $46.14 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $483 Shares 7,610 Est. Cost $52.97 Unrealized -3.2%
GPC GENUINE PARTS CO 0.2%
Value ($000) $468 Shares 5,650 Est. Cost $67.74 Unrealized -5.9%
EFX EQUIFAX INC 0.2%
Value ($000) $459 Shares 4,728 Est. Cost $88.13 Unrealized +2.1%
TGT TARGET CORP 0.2%
Value ($000) $457 Shares 5,810 Est. Cost $59.06 Unrealized -0.7%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $439 Shares 8,800 Est. Cost $54.06 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $425 Shares 8,915 Est. Cost $35.43 Unrealized -3.7%
GENERAL MTRS CO 0.1%
Value ($000) $418 Shares 31,585 Est. Cost $15.95 Unrealized
PRAXAIR INC 0.1%
Value ($000) $416 Shares 4,087 Est. Cost $119.50 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $404 Shares 4,532 Est. Cost $67.69 Unrealized -0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $396 Shares 1,908 Est. Cost $144.57 Unrealized +6.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $394 Shares 5,894 Est. Cost $41.02 Unrealized +5.9%
MONSANTO CO NEW 0.1%
Value ($000) $385 Shares 4,517 Est. Cost $102.89 Unrealized
SOVRAN SELF STORAGE INC 0.1%
Value ($000) $384 Shares 4,070 Est. Cost $86.98 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $377 Shares 14,350 Est. Cost $20.63 Unrealized -5.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $372 Shares 5,211 Est. Cost $28.69 Unrealized +5.8%
VFC V F CORP 0.1%
Value ($000) $367 Shares 5,384 Est. Cost $67.62 Unrealized +1.3%
SYK STRYKER CORP 0.1%
Value ($000) $358 Shares 3,800 Est. Cost $83.78 Unrealized +4.9%
ALCOA INC 0.1%
Value ($000) $348 Shares 36,010 Est. Cost $11.14 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $345 Shares 4,904 Est. Cost $44.94 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $345 Shares 751 Est. Cost $55.94 Unrealized +1.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $331 Shares 3,368 Est. Cost $80.68 Unrealized +3.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $323 Shares 5,934 Est. Cost $25.26 Unrealized +6.9%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $320 Shares 4,163 Est. Cost $65.52 Unrealized -4.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $318 Shares 3,191 Est. Cost $80.92 Unrealized +0.5%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $317 Shares 7,950 Est. Cost $48.45 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $314 Shares 10,445 Est. Cost $27.84 Unrealized -13.2%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $300 Shares 1,632 Est. Cost $108.12 Unrealized +0.6%
DES WISDOMTREE TR 0.1%
Value ($000) $295 Shares 4,678 Est. Cost $70.40 Unrealized
TARO PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $280 Shares 1,960 Est. Cost $143.74 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $280 Shares 2,562 Est. Cost $123.89 Unrealized
REYNOLDS AMERICAN INC 0.1%
Value ($000) $271 Shares 6,128 Est. Cost $59.48 Unrealized
AMERICAN INTL GROUP INC 0.1%
Value ($000) $270 Shares 11,885 Est. Cost $27.68 Unrealized
ALPS ETF TR 0.1%
Value ($000) $250 Shares 20,000 Est. Cost $12.50 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $245 Shares 4,280 Est. Cost $63.55 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $245 Shares 1,794 Est. Cost $149.76 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $243 Shares 3,724 Est. Cost $65.86 Unrealized -10.3%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $234 Shares 3,314 Est. Cost $47.82 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $232 Shares 11,330 Est. Cost $21.54 Unrealized
ACE LTD 0.1%
Value ($000) $224 Shares 2,165 Est. Cost $101.62 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $221 Shares 2,275 Est. Cost $77.61 Unrealized +1.6%
RAYTHEON CO 0.1%
Value ($000) $220 Shares 2,009 Est. Cost $109.51 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.1%
Value ($000) $215 Shares 8,100 Est. Cost $29.29 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $214 Shares 5,465 Est. Cost $32.64 Unrealized -2.0%
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $213 Shares 6,700 Est. Cost $36.46 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $211 Shares 2,100 Est. Cost $106.93 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $204 Shares 4,118 Est. Cost $41.25 Unrealized -11.0%
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $204 Shares 3,981 Est. Cost $49.87 Unrealized +0.2%
LIBERTY MEDIA CORP DELAWARE 0.1%
Value ($000) $187 Shares 5,424 Est. Cost $35.93 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.0%
Value ($000) $43 Shares 1,190 Est. Cost $35.86 Unrealized
BANK AMER CORP 0.0%
Value ($000) $42 Shares 7,400 Est. Cost $6.22 Unrealized
LIBERTY INTERACTIVE CORP 0.0%
Value ($000) $39 Shares 1,493 Est. Cost $26.12 Unrealized
WELLS FARGO & CO NEW 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $22.50 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $15 Shares 296 Est. Cost $49.91 Unrealized +1.5%
JPMORGAN CHASE & CO 0.0%
Value ($000) $13 Shares 650 Est. Cost $24.62 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $12 Shares 359 Est. Cost $33.43 Unrealized