Integrated Wealth Concepts LLC Diversified Active

CIK: 0001737109 · Show all filings

Period: Q4 2017 (Next →)

Filing Date: May 15, 2018

Total Value ($000): $233,749 (100.0% shares, 0.0% debt)

Holdings (191)

VTI VANGUARD TOTAL 7.9%
Value ($000) $18,443 Shares 131,093 Est. Cost $140.69 Unrealized
IJH ISHARES CORE 4.9%
Value ($000) $11,520 Shares 59,328 Est. Cost $194.17 Unrealized
CDC VICTORYSHARES U S 4.2%
Value ($000) $9,828 Shares 209,760 Est. Cost $46.85 Unrealized
IUSG ISHARES S&P 4.1%
Value ($000) $9,582 Shares 172,473 Est. Cost $55.56 Unrealized
BND VANGUARD TOTAL 3.9%
Value ($000) $9,012 Shares 110,898 Est. Cost $81.26 Unrealized
IEMG ISHARES CORE 3.8%
Value ($000) $8,966 Shares 151,224 Est. Cost $59.29 Unrealized
CFO VICTORYSHARES US 3.6%
Value ($000) $8,442 Shares 169,378 Est. Cost $49.84 Unrealized
IUSV ISHARES CORE 3.2%
Value ($000) $7,558 Shares 133,769 Est. Cost $56.50 Unrealized
VCIT VANGUARD INTERMEDIATE 2.8%
Value ($000) $6,471 Shares 74,277 Est. Cost $87.12 Unrealized
ITOT ISHARES CORE 2.6%
Value ($000) $6,115 Shares 97,583 Est. Cost $62.66 Unrealized
IEFA ISHARES CORE 2.6%
Value ($000) $6,062 Shares 89,193 Est. Cost $67.96 Unrealized
IGSB ISHARES 1-3 2.2%
Value ($000) $5,243 Shares 50,157 Est. Cost $104.53 Unrealized
SPDR BLOOMBERG 1.8%
Value ($000) $4,303 Shares 116,345 Est. Cost $36.98 Unrealized
VYM VANGUARD HIGH 1.4%
Value ($000) $3,351 Shares 38,457 Est. Cost $87.14 Unrealized
IVV ISHARES CORE 1.4%
Value ($000) $3,207 Shares 11,621 Est. Cost $275.97 Unrealized
IWM ISHARES RUSSELL 1.2%
Value ($000) $2,878 Shares 18,566 Est. Cost $155.01 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $2,641 Shares 15,142 Est. Cost $39.08 Unrealized 0.0%
VV VANGUARD LARGE 1.1%
Value ($000) $2,481 Shares 19,701 Est. Cost $125.93 Unrealized
GLOBAL X 1.0%
Value ($000) $2,332 Shares 165,755 Est. Cost $14.07 Unrealized
CLAYMORE GUGGENHEIM 1.0%
Value ($000) $2,232 Shares 107,269 Est. Cost $20.81 Unrealized
SRLN SPDR BLACKSTONE 1.0%
Value ($000) $2,227 Shares 47,008 Est. Cost $47.37 Unrealized
NOBL PROSHARES TRUST 0.9%
Value ($000) $2,075 Shares 31,889 Est. Cost $65.07 Unrealized
VB VANGUARD SMALL 0.8%
Value ($000) $1,978 Shares 13,145 Est. Cost $150.48 Unrealized
MTUM ISHARES EDGE 0.8%
Value ($000) $1,876 Shares 17,502 Est. Cost $107.19 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $1,848 Shares 50,697 Est. Cost $23.80 Unrealized 0.0%
CLAYMORE GUGGENHEIM 0.8%
Value ($000) $1,820 Shares 86,396 Est. Cost $21.07 Unrealized
EFA ISHARES MSCI 0.8%
Value ($000) $1,815 Shares 25,081 Est. Cost $72.37 Unrealized
ACWV ISHARES EDGE 0.7%
Value ($000) $1,747 Shares 20,427 Est. Cost $85.52 Unrealized
VICTORYSHARES DEVELOPED 0.7%
Value ($000) $1,566 Shares 43,498 Est. Cost $36.00 Unrealized
VOO VANGUARD S&P 0.6%
Value ($000) $1,437 Shares 5,709 Est. Cost $251.71 Unrealized
CLAYMORE GUGGENHEIM 0.6%
Value ($000) $1,434 Shares 67,414 Est. Cost $21.27 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,423 Shares 10,028 Est. Cost $110.98 Unrealized 0.0%
XOM EXXON MOBIL 0.6%
Value ($000) $1,408 Shares 16,149 Est. Cost $57.12 Unrealized 0.0%
VTV VANGUARD VALUE 0.6%
Value ($000) $1,405 Shares 12,965 Est. Cost $108.37 Unrealized
CLAYMORE GUGGENHEIM 0.6%
Value ($000) $1,399 Shares 66,241 Est. Cost $21.12 Unrealized
VT VANGUARD TOTAL 0.6%
Value ($000) $1,315 Shares 17,210 Est. Cost $76.41 Unrealized
VICTORYSHARES US 0.6%
Value ($000) $1,308 Shares 28,683 Est. Cost $45.60 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,282 Shares 24,476 Est. Cost $31.96 Unrealized 0.0%
CLAYMORE GUGGENHEIM 0.5%
Value ($000) $1,277 Shares 60,490 Est. Cost $21.11 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,262 Shares 14,294 Est. Cost $75.26 Unrealized 0.0%
META FACEBOOK INC 0.5%
Value ($000) $1,214 Shares 6,446 Est. Cost $175.52 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY 0.5%
Value ($000) $1,180 Shares 5,822 Est. Cost $189.88 Unrealized 0.0%
IVE ISHARES S&P 0.5%
Value ($000) $1,165 Shares 9,995 Est. Cost $116.56 Unrealized
SPY SPDR S&P 0.5%
Value ($000) $1,130 Shares 4,124 Est. Cost $274.01 Unrealized
SMLF ISHARES EDGE 0.5%
Value ($000) $1,114 Shares 27,750 Est. Cost $40.14 Unrealized
V VISA INC 0.5%
Value ($000) $1,095 Shares 9,172 Est. Cost $104.38 Unrealized 0.0%
POWERSHARES QQQ 0.5%
Value ($000) $1,091 Shares 6,709 Est. Cost $162.62 Unrealized
QUAL ISHARES EDGE 0.5%
Value ($000) $1,085 Shares 12,732 Est. Cost $85.22 Unrealized
VEA VANGUARD FTSE 0.5%
Value ($000) $1,077 Shares 23,339 Est. Cost $46.15 Unrealized
AMZN AMAZON COM 0.5%
Value ($000) $1,070 Shares 858 Est. Cost $55.02 Unrealized 0.0%
DVY ISHARES SELECT 0.5%
Value ($000) $1,058 Shares 10,632 Est. Cost $99.51 Unrealized
IVW ISHARES S&P 0.4%
Value ($000) $1,051 Shares 6,653 Est. Cost $157.97 Unrealized
AGG ISHARES CORE 0.4%
Value ($000) $1,033 Shares 9,465 Est. Cost $109.14 Unrealized
CLAYMORE GUGGENHEIM 0.4%
Value ($000) $1,030 Shares 42,102 Est. Cost $24.46 Unrealized
VIG VANGUARD DIVIDEND 0.4%
Value ($000) $1,010 Shares 9,684 Est. Cost $104.30 Unrealized
IJR ISHARES CORE 0.4%
Value ($000) $1,003 Shares 12,856 Est. Cost $78.02 Unrealized
DXJ WISDOMTREE JAPAN 0.4%
Value ($000) $999 Shares 16,116 Est. Cost $61.99 Unrealized
VWO VANGUARD FSTE 0.4%
Value ($000) $902 Shares 18,842 Est. Cost $47.87 Unrealized
CLAYMORE GUGGENHEIM 0.4%
Value ($000) $899 Shares 36,506 Est. Cost $24.63 Unrealized
HEFA ISHARES CURRENCY 0.4%
Value ($000) $899 Shares 29,407 Est. Cost $30.57 Unrealized
JPM JPMORGAN CHASE 0.4%
Value ($000) $864 Shares 7,967 Est. Cost $81.33 Unrealized 0.0%
NEAR ISHARES U S 0.4%
Value ($000) $864 Shares 17,234 Est. Cost $50.13 Unrealized
D DOMINION ENERGY 0.4%
Value ($000) $864 Shares 11,072 Est. Cost $56.42 Unrealized 0.0%
CLAYMORE GUGGENHEIM 0.3%
Value ($000) $733 Shares 29,167 Est. Cost $25.13 Unrealized
VNQ VANGUARD REIT 0.3%
Value ($000) $733 Shares 8,987 Est. Cost $81.56 Unrealized
VUG VANGUARD GROWTH 0.3%
Value ($000) $720 Shares 4,939 Est. Cost $145.78 Unrealized
BAC BANK AMERICA 0.3%
Value ($000) $707 Shares 23,489 Est. Cost $22.78 Unrealized 0.0%
IWS ISHARES RUSS 0.3%
Value ($000) $700 Shares 7,734 Est. Cost $90.51 Unrealized
HD HOME DEPOT 0.3%
Value ($000) $699 Shares 3,639 Est. Cost $141.67 Unrealized 0.0%
CLAYMORE GUGGENHEIM 0.3%
Value ($000) $695 Shares 27,766 Est. Cost $25.03 Unrealized
HEDJ WISDOMTREE TRUST 0.3%
Value ($000) $689 Shares 10,463 Est. Cost $65.85 Unrealized
BSV VANGUARD SHORT 0.3%
Value ($000) $671 Shares 8,497 Est. Cost $78.97 Unrealized
TIP ISHARES TIPS 0.3%
Value ($000) $671 Shares 5,897 Est. Cost $113.79 Unrealized
IMCB ISHARES MORNINGSTAR 0.3%
Value ($000) $668 Shares 3,523 Est. Cost $189.61 Unrealized
MO ALTRIA GROUP 0.3%
Value ($000) $659 Shares 9,375 Est. Cost $36.64 Unrealized 0.0%
UNITED TECHNOLOGIES 0.3%
Value ($000) $654 Shares 4,923 Est. Cost $132.85 Unrealized
VGK VANGUARD FTSE 0.3%
Value ($000) $651 Shares 10,731 Est. Cost $60.67 Unrealized
LQD ISHARES IBOXX 0.3%
Value ($000) $637 Shares 5,266 Est. Cost $120.96 Unrealized
CVX CHEVRON CORP 0.3%
Value ($000) $623 Shares 4,846 Est. Cost $83.55 Unrealized 0.0%
IGIB ISHARES INTERMEDIATE 0.3%
Value ($000) $611 Shares 5,608 Est. Cost $108.95 Unrealized
PG PROCTER & GAMBLE 0.2%
Value ($000) $580 Shares 6,328 Est. Cost $72.65 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value ($000) $557 Shares 4,720 Est. Cost $88.99 Unrealized 0.0%
TOWN TOWNEBANK PORTSMOUTH 0.2%
Value ($000) $553 Shares 17,643 Est. Cost $33.35 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $553 Shares 5,554 Est. Cost $66.89 Unrealized 0.0%
T AT&T INC 0.2%
Value ($000) $547 Shares 14,312 Est. Cost $15.25 Unrealized 0.0%
VBR VANGUARD SMALL 0.2%
Value ($000) $533 Shares 3,949 Est. Cost $134.97 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $530 Shares 11,845 Est. Cost $36.55 Unrealized 0.0%
IEF ISHARES 7-10YR 0.2%
Value ($000) $526 Shares 5,004 Est. Cost $105.12 Unrealized
IWF ISHARES RUSSELL 0.2%
Value ($000) $507 Shares 3,638 Est. Cost $139.36 Unrealized
CSCO CISCO SYSTEMS 0.2%
Value ($000) $506 Shares 12,658 Est. Cost $27.97 Unrealized 0.0%
DIS WALT DISNEY 0.2%
Value ($000) $503 Shares 4,574 Est. Cost $97.30 Unrealized 0.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $499 Shares 448 Est. Cost $51.24 Unrealized 0.0%
XLF SECTOR FINANCIAL 0.2%
Value ($000) $499 Shares 17,576 Est. Cost $28.39 Unrealized
MRK MERCK & COMPANY 0.2%
Value ($000) $493 Shares 8,699 Est. Cost $43.00 Unrealized 0.0%
GENERAL ELECTRIC 0.2%
Value ($000) $491 Shares 26,856 Est. Cost $18.28 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $471 Shares 7,569 Est. Cost $47.53 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $465 Shares 2,069 Est. Cost $186.06 Unrealized 0.0%
CSPI CSP INC 0.2%
Value ($000) $459 Shares 30,472 Est. Cost $4.84 Unrealized 0.0%
FTC FIRST TRUST 0.2%
Value ($000) $451 Shares 7,125 Est. Cost $63.30 Unrealized
VGT VANGUARD INFORMATION 0.2%
Value ($000) $448 Shares 2,600 Est. Cost $172.31 Unrealized
FV FIRST TRUST 0.2%
Value ($000) $446 Shares 15,600 Est. Cost $28.59 Unrealized
FPX FIRST TRUST 0.2%
Value ($000) $442 Shares 6,300 Est. Cost $70.16 Unrealized
KO COCA COLA COMPANY 0.2%
Value ($000) $441 Shares 9,593 Est. Cost $35.63 Unrealized 0.0%
ROYAL DUTCH 0.2%
Value ($000) $439 Shares 6,364 Est. Cost $68.98 Unrealized
IJK ISHARES S&P 0.2%
Value ($000) $431 Shares 1,940 Est. Cost $222.16 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $423 Shares 8,632 Est. Cost $43.49 Unrealized 0.0%
MMM 3M COMPANY 0.2%
Value ($000) $410 Shares 1,708 Est. Cost $144.97 Unrealized 0.0%
DBEF X TRACKERS 0.2%
Value ($000) $410 Shares 12,543 Est. Cost $32.69 Unrealized
USMV ISHARES EDGE 0.2%
Value ($000) $408 Shares 7,629 Est. Cost $53.48 Unrealized
VXUS VANGUARD TOTAL 0.2%
Value ($000) $395 Shares 6,736 Est. Cost $58.64 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $383 Shares 346 Est. Cost $50.52 Unrealized 0.0%
CLAYMORE GUGGENHEIM 0.2%
Value ($000) $375 Shares 17,940 Est. Cost $20.90 Unrealized
BNDX VANGUARD TOTAL 0.2%
Value ($000) $369 Shares 6,795 Est. Cost $54.30 Unrealized
CCI CROWN CASTLE 0.2%
Value ($000) $369 Shares 3,405 Est. Cost $76.51 Unrealized 0.0%
VO VANGUARD MID 0.2%
Value ($000) $369 Shares 2,323 Est. Cost $158.85 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $368 Shares 2,313 Est. Cost $142.19 Unrealized 0.0%
NUVEEN MUNICIPAL VALUE F 0.2%
Value ($000) $366 Shares 35,780 Est. Cost $10.23 Unrealized
MUNI PIMCO INTERMEDIATE 0.2%
Value ($000) $364 Shares 6,795 Est. Cost $53.57 Unrealized
CLAYMORE GUGGENHEIM 0.2%
Value ($000) $361 Shares 17,078 Est. Cost $21.14 Unrealized
IBM INTL BUSINESS 0.2%
Value ($000) $351 Shares 2,147 Est. Cost $102.11 Unrealized 0.0%
XLI SECTOR INDUSTRIAL 0.1%
Value ($000) $345 Shares 4,420 Est. Cost $78.05 Unrealized
POWERSHARES FTSE 0.1%
Value ($000) $340 Shares 2,929 Est. Cost $116.08 Unrealized
VOE VANGUARD MID 0.1%
Value ($000) $339 Shares 2,976 Est. Cost $113.91 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $338 Shares 7,152 Est. Cost $36.45 Unrealized 0.0%
EMB ISHARES JPMORGAN 0.1%
Value ($000) $337 Shares 2,895 Est. Cost $116.41 Unrealized
KMB KIMBERLY CLARK 0.1%
Value ($000) $331 Shares 2,768 Est. Cost $87.60 Unrealized 0.0%
DOWDUPONT INC 0.1%
Value ($000) $328 Shares 4,367 Est. Cost $75.11 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $318 Shares 5,131 Est. Cost $45.09 Unrealized 0.0%
PM PHILIP MORRIS 0.1%
Value ($000) $316 Shares 3,037 Est. Cost $69.58 Unrealized 0.0%
INDA ISHARES MSCI 0.1%
Value ($000) $314 Shares 8,495 Est. Cost $36.96 Unrealized
HDV ISHARES CORE 0.1%
Value ($000) $311 Shares 3,414 Est. Cost $91.10 Unrealized
ALPS ALERIAN 0.1%
Value ($000) $310 Shares 27,243 Est. Cost $11.38 Unrealized
CLAYMORE GUGGENHEIM 0.1%
Value ($000) $307 Shares 12,243 Est. Cost $25.08 Unrealized
BCE BCE INC 0.1%
Value ($000) $307 Shares 6,492 Est. Cost $28.77 Unrealized 0.0%
WMT WAL-MART STORES 0.1%
Value ($000) $302 Shares 2,972 Est. Cost $26.82 Unrealized 0.0%
IWP ISHARES RUSSELL 0.1%
Value ($000) $294 Shares 2,356 Est. Cost $124.79 Unrealized
EWJ ISHARES MSCI 0.1%
Value ($000) $293 Shares 4,688 Est. Cost $62.50 Unrealized
BMY BRISTOL MYERS 0.1%
Value ($000) $293 Shares 4,730 Est. Cost $46.46 Unrealized 0.0%
EATON VANCE 0.1%
Value ($000) $291 Shares 23,377 Est. Cost $12.45 Unrealized
LMT LOCKHEED MARTIN 0.1%
Value ($000) $290 Shares 885 Est. Cost $253.57 Unrealized 0.0%
EATON VANCE 0.1%
Value ($000) $288 Shares 23,046 Est. Cost $12.50 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $286 Shares 849 Est. Cost $21.75 Unrealized 0.0%
NUVEEN AMT 0.1%
Value ($000) $281 Shares 17,962 Est. Cost $15.64 Unrealized
RAYTHEON COMPANY 0.1%
Value ($000) $281 Shares 1,462 Est. Cost $192.20 Unrealized
GLD SPDR GOLD 0.1%
Value ($000) $279 Shares 2,224 Est. Cost $125.45 Unrealized
SHM SPDR NUVEEN 0.1%
Value ($000) $271 Shares 5,653 Est. Cost $47.94 Unrealized
BIV VANGUARD INTERMEDIATE 0.1%
Value ($000) $266 Shares 3,189 Est. Cost $83.41 Unrealized
CME CME GROUP 0.1%
Value ($000) $263 Shares 1,736 Est. Cost $105.45 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $262 Shares 1,876 Est. Cost $100.79 Unrealized 0.0%
MDY SPDR S&P 0.1%
Value ($000) $261 Shares 738 Est. Cost $353.66 Unrealized
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $260 Shares 3,455 Est. Cost $55.11 Unrealized 0.0%
XLE SECTOR ENERGY 0.1%
Value ($000) $250 Shares 3,311 Est. Cost $75.51 Unrealized
EFV ISHARES MSCI 0.1%
Value ($000) $250 Shares 4,403 Est. Cost $56.78 Unrealized
FVD FIRST TRUST 0.1%
Value ($000) $250 Shares 8,045 Est. Cost $31.08 Unrealized
PEG PUBLIC SERVICE 0.1%
Value ($000) $247 Shares 4,961 Est. Cost $38.22 Unrealized 0.0%
VBK VANGUARD SMALL 0.1%
Value ($000) $247 Shares 1,505 Est. Cost $164.12 Unrealized
VOD VODAFONE GROUP 0.1%
Value ($000) $245 Shares 7,508 Est. Cost $32.63 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $245 Shares 6,556 Est. Cost $37.37 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $245 Shares 1,408 Est. Cost $138.65 Unrealized 0.0%
MINT PIMCO EHNANCED 0.1%
Value ($000) $241 Shares 2,375 Est. Cost $101.47 Unrealized
IWB ISHARES RUSSELL 0.1%
Value ($000) $240 Shares 1,574 Est. Cost $152.48 Unrealized
PYPL PAYPAL HOLDINGS 0.1%
Value ($000) $240 Shares 3,042 Est. Cost $72.14 Unrealized 0.0%
SWK STANLEY BLACK 0.1%
Value ($000) $239 Shares 1,386 Est. Cost $130.86 Unrealized 0.0%
DUK DUKE ENERGY 0.1%
Value ($000) $238 Shares 2,896 Est. Cost $62.65 Unrealized 0.0%
IWD ISHARES RUSSELL 0.1%
Value ($000) $235 Shares 1,853 Est. Cost $126.82 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $233 Shares 3,138 Est. Cost $64.45 Unrealized 0.0%
ACN ACCENTURE PLC 0.1%
Value ($000) $229 Shares 1,441 Est. Cost $128.56 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $228 Shares 1,260 Est. Cost $138.21 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $227 Shares 2,238 Est. Cost $81.75 Unrealized 0.0%
CLAYMORE GUGGENHEIM 0.1%
Value ($000) $227 Shares 3,485 Est. Cost $65.14 Unrealized
REET ISHARES GLOBAL 0.1%
Value ($000) $227 Shares 8,784 Est. Cost $25.84 Unrealized
ISHARES IBONDS 0.1%
Value ($000) $227 Shares 8,984 Est. Cost $25.27 Unrealized
GSLC GOLDMAN SACHS 0.1%
Value ($000) $222 Shares 4,056 Est. Cost $54.73 Unrealized
MKC MC CORMICK 0.1%
Value ($000) $220 Shares 2,131 Est. Cost $42.68 Unrealized 0.0%
TLT ISHARES 20 0.1%
Value ($000) $216 Shares 1,722 Est. Cost $125.44 Unrealized
HON HONEYWELL INTL 0.1%
Value ($000) $214 Shares 1,383 Est. Cost $113.37 Unrealized 0.0%
ITW ILLINOIS TOOL 0.1%
Value ($000) $213 Shares 1,272 Est. Cost $130.85 Unrealized 0.0%
ISHARES IBONDS 0.1%
Value ($000) $213 Shares 8,345 Est. Cost $25.52 Unrealized
VXF VANGUARD EXTENDED 0.1%
Value ($000) $213 Shares 1,870 Est. Cost $113.90 Unrealized
ETN EATON CORP 0.1%
Value ($000) $209 Shares 2,542 Est. Cost $66.26 Unrealized 0.0%
CVS CVS HEALTH 0.1%
Value ($000) $208 Shares 2,680 Est. Cost $56.24 Unrealized 0.0%
VCSH VANGUARD SHORT 0.1%
Value ($000) $207 Shares 2,604 Est. Cost $79.49 Unrealized
SUB ISHARES SHORT 0.1%
Value ($000) $207 Shares 1,977 Est. Cost $104.70 Unrealized
MET METLIFE INC 0.1%
Value ($000) $202 Shares 3,879 Est. Cost $39.89 Unrealized 0.0%
DGRW WISDOMTREE TRUST 0.1%
Value ($000) $202 Shares 4,770 Est. Cost $42.35 Unrealized
VMBS VANGUARD MORTGAGE 0.1%
Value ($000) $201 Shares 3,842 Est. Cost $52.32 Unrealized
VEREIT INC 0.1%
Value ($000) $186 Shares 24,548 Est. Cost $7.58 Unrealized
F FORD MOTOR 0.1%
Value ($000) $179 Shares 13,630 Est. Cost $8.01 Unrealized 0.0%
CALAMOS CONVERTIBLE 0.1%
Value ($000) $123 Shares 10,195 Est. Cost $12.06 Unrealized
PFF ISHARES U S 0.0%
Value ($000) $104 Shares 10,613 Est. Cost $9.80 Unrealized
PROSPECT CAP 4.7520 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized