Integrated Wealth Concepts LLC Diversified Active

CIK: 0001737109 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 15, 2018

Total Value ($000): $249,411 (100.0% shares, 0.0% debt)

Holdings (198)

VTI VANGUARD TOTAL 7.1%
Value ($000) $17,814 Shares 134,316 Est. Cost $140.49 Unrealized
IJH ISHARES CORE 4.6%
Value ($000) $11,524 Shares 62,916 Est. Cost $193.55 Unrealized
CDC VICTORYSHARES U S 4.1%
Value ($000) $10,311 Shares 231,388 Est. Cost $46.64 Unrealized
BND VANGUARD TOTAL 3.8%
Value ($000) $9,365 Shares 117,473 Est. Cost $81.18 Unrealized
IUSG ISHARES S&P 3.7%
Value ($000) $9,300 Shares 174,652 Est. Cost $55.53 Unrealized
IEMG ISHARES CORE 3.7%
Value ($000) $9,136 Shares 159,443 Est. Cost $59.19 Unrealized
CFO VICTORYSHARES US 3.6%
Value ($000) $8,882 Shares 186,015 Est. Cost $49.65 Unrealized
IUSV ISHARES CORE 2.9%
Value ($000) $7,168 Shares 137,982 Est. Cost $56.36 Unrealized
VCIT VANGUARD INTERMEDIATE 2.7%
Value ($000) $6,733 Shares 79,625 Est. Cost $86.95 Unrealized
ITOT ISHARES CORE 2.6%
Value ($000) $6,367 Shares 107,802 Est. Cost $62.32 Unrealized
IEFA ISHARES CORE 2.4%
Value ($000) $6,098 Shares 94,005 Est. Cost $67.81 Unrealized
IGSB ISHARES 1-3 2.0%
Value ($000) $5,070 Shares 48,891 Est. Cost $104.53 Unrealized
SPDR BLOOMBERG 1.7%
Value ($000) $4,357 Shares 122,352 Est. Cost $36.92 Unrealized
IVV ISHARES CORE 1.4%
Value ($000) $3,571 Shares 13,775 Est. Cost $273.35 Unrealized
VYM VANGUARD HIGH 1.3%
Value ($000) $3,254 Shares 40,352 Est. Cost $86.83 Unrealized
IWM ISHARES RUSSELL 1.2%
Value ($000) $2,877 Shares 19,420 Est. Cost $154.71 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $2,588 Shares 15,529 Est. Cost $39.12 Unrealized +3.3%
SPY SPDR S&P 1.0%
Value ($000) $2,449 Shares 9,510 Est. Cost $264.67 Unrealized
SRLN SPDR BLACKSTONE 1.0%
Value ($000) $2,426 Shares 51,333 Est. Cost $47.37 Unrealized
CLAYMORE GUGGENHEIM 1.0%
Value ($000) $2,401 Shares 117,981 Est. Cost $20.77 Unrealized
VV VANGUARD LARGE 0.9%
Value ($000) $2,292 Shares 19,366 Est. Cost $125.93 Unrealized
CLAYMORE GUGGENHEIM 0.8%
Value ($000) $2,102 Shares 101,035 Est. Cost $20.99 Unrealized
NOBL PROSHARES TRUST 0.8%
Value ($000) $2,053 Shares 33,766 Est. Cost $64.83 Unrealized
GLOBAL X 0.8%
Value ($000) $2,023 Shares 174,571 Est. Cost $13.94 Unrealized
XLF SECTOR FINANCIAL 0.8%
Value ($000) $2,012 Shares 74,625 Est. Cost $27.30 Unrealized
VB VANGUARD SMALL 0.8%
Value ($000) $2,002 Shares 13,965 Est. Cost $150.06 Unrealized
MTUM ISHARES EDGE 0.7%
Value ($000) $1,864 Shares 18,169 Est. Cost $107.02 Unrealized
CLAYMORE GUGGENHEIM 0.7%
Value ($000) $1,816 Shares 86,620 Est. Cost $21.07 Unrealized
EFA ISHARES MSCI 0.7%
Value ($000) $1,803 Shares 26,232 Est. Cost $72.21 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $1,802 Shares 51,414 Est. Cost $23.81 Unrealized +1.8%
ACWV ISHARES EDGE 0.7%
Value ($000) $1,760 Shares 21,315 Est. Cost $85.40 Unrealized
EWZ ISHARES MSCI 0.7%
Value ($000) $1,713 Shares 38,782 Est. Cost $44.17 Unrealized
BARCLAYS BANK 0.7%
Value ($000) $1,665 Shares 26,615 Est. Cost $62.56 Unrealized
VANECK VECTORS 0.7%
Value ($000) $1,635 Shares 72,721 Est. Cost $22.48 Unrealized
EWY ISHARES MSCI 0.7%
Value ($000) $1,634 Shares 22,023 Est. Cost $74.20 Unrealized
FXI ISHARES CHINA 0.6%
Value ($000) $1,620 Shares 35,061 Est. Cost $46.21 Unrealized
VICTORYSHARES DEVELOPED 0.6%
Value ($000) $1,558 Shares 45,075 Est. Cost $35.95 Unrealized
CLAYMORE GUGGENHEIM 0.6%
Value ($000) $1,545 Shares 73,462 Est. Cost $21.25 Unrealized
SCHO SCHWAB SHORT 0.6%
Value ($000) $1,439 Shares 28,900 Est. Cost $49.79 Unrealized
VTV VANGUARD VALUE 0.6%
Value ($000) $1,419 Shares 14,059 Est. Cost $107.79 Unrealized
VT VANGUARD TOTAL 0.6%
Value ($000) $1,411 Shares 19,552 Est. Cost $75.90 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,349 Shares 15,241 Est. Cost $75.82 Unrealized +11.2%
VOO VANGUARD S&P 0.5%
Value ($000) $1,341 Shares 5,671 Est. Cost $251.71 Unrealized
VEA VANGUARD FTSE 0.5%
Value ($000) $1,311 Shares 30,076 Est. Cost $45.57 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,303 Shares 27,630 Est. Cost $32.08 Unrealized +3.0%
BRK/B BERKSHIRE HATHAWAY 0.5%
Value ($000) $1,301 Shares 6,672 Est. Cost $191.85 Unrealized +7.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,290 Shares 10,354 Est. Cost $110.90 Unrealized -2.3%
AMZN AMAZON COM 0.5%
Value ($000) $1,286 Shares 937 Est. Cost $56.41 Unrealized +26.8%
CLAYMORE GUGGENHEIM 0.5%
Value ($000) $1,285 Shares 60,834 Est. Cost $21.12 Unrealized
VICTORYSHARES US 0.5%
Value ($000) $1,282 Shares 29,548 Est. Cost $45.54 Unrealized
XOM EXXON MOBIL 0.5%
Value ($000) $1,226 Shares 16,750 Est. Cost $57.07 Unrealized -2.3%
VWO VANGUARD FSTE 0.5%
Value ($000) $1,206 Shares 26,054 Est. Cost $47.43 Unrealized
LQD ISHARES IBOXX 0.5%
Value ($000) $1,185 Shares 10,131 Est. Cost $119.05 Unrealized
V VISA INC 0.5%
Value ($000) $1,178 Shares 9,951 Est. Cost $105.20 Unrealized +9.1%
CLAYMORE GUGGENHEIM 0.5%
Value ($000) $1,129 Shares 46,640 Est. Cost $24.44 Unrealized
NEAR ISHARES U S 0.4%
Value ($000) $1,119 Shares 22,329 Est. Cost $50.13 Unrealized
IJR ISHARES CORE 0.4%
Value ($000) $1,098 Shares 14,592 Est. Cost $77.69 Unrealized
AGG ISHARES CORE 0.4%
Value ($000) $1,074 Shares 10,050 Est. Cost $109.01 Unrealized
DXJ WISDOMTREE JAPAN 0.4%
Value ($000) $1,067 Shares 19,480 Est. Cost $60.74 Unrealized
POWERSHARES QQQ 0.4%
Value ($000) $1,046 Shares 6,727 Est. Cost $162.62 Unrealized
DVY ISHARES SELECT 0.4%
Value ($000) $1,026 Shares 10,975 Est. Cost $99.32 Unrealized
QUAL ISHARES EDGE 0.4%
Value ($000) $1,003 Shares 12,429 Est. Cost $85.22 Unrealized
IVE ISHARES S&P 0.4%
Value ($000) $997 Shares 9,317 Est. Cost $116.56 Unrealized
CLAYMORE GUGGENHEIM 0.4%
Value ($000) $990 Shares 40,812 Est. Cost $24.59 Unrealized
SMLF ISHARES EDGE 0.4%
Value ($000) $978 Shares 25,442 Est. Cost $40.14 Unrealized
VIG VANGUARD DIVIDEND 0.4%
Value ($000) $968 Shares 9,502 Est. Cost $104.30 Unrealized
IVW ISHARES S&P 0.4%
Value ($000) $941 Shares 6,221 Est. Cost $157.97 Unrealized
HEFA ISHARES CURRENCY 0.4%
Value ($000) $922 Shares 32,602 Est. Cost $30.35 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $898 Shares 5,781 Est. Cost $175.52 Unrealized +1.6%
JPM JPMORGAN CHASE 0.4%
Value ($000) $893 Shares 8,277 Est. Cost $81.71 Unrealized +11.9%
IGIB ISHARES INTERMEDIATE 0.3%
Value ($000) $792 Shares 7,401 Est. Cost $108.48 Unrealized
VUG VANGUARD GROWTH 0.3%
Value ($000) $785 Shares 5,674 Est. Cost $144.82 Unrealized
VNQ VANGUARD REAL 0.3%
Value ($000) $777 Shares 10,439 Est. Cost $80.57 Unrealized
D DOMINION ENERGY 0.3%
Value ($000) $757 Shares 11,285 Est. Cost $56.34 Unrealized -7.8%
CLAYMORE GUGGENHEIM 0.3%
Value ($000) $755 Shares 30,747 Est. Cost $24.98 Unrealized
CLAYMORE GUGGENHEIM 0.3%
Value ($000) $717 Shares 28,513 Est. Cost $25.13 Unrealized
BSV VANGUARD SHORT 0.3%
Value ($000) $716 Shares 9,133 Est. Cost $78.93 Unrealized
HD HOME DEPOT 0.3%
Value ($000) $716 Shares 4,139 Est. Cost $143.25 Unrealized +8.0%
TIP ISHARES TIPS 0.3%
Value ($000) $715 Shares 6,332 Est. Cost $113.73 Unrealized
IWS ISHARES RUSS 0.3%
Value ($000) $677 Shares 7,996 Est. Cost $90.32 Unrealized
HEDJ WISDOMTREE TRUST 0.3%
Value ($000) $659 Shares 10,633 Est. Cost $65.79 Unrealized
VGK VANGUARD FTSE 0.3%
Value ($000) $643 Shares 11,214 Est. Cost $60.52 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $643 Shares 13,152 Est. Cost $36.90 Unrealized +8.6%
GSLC GOLDMAN SACHS 0.3%
Value ($000) $633 Shares 12,132 Est. Cost $53.03 Unrealized
IMCB ISHARES MORNINGSTAR 0.2%
Value ($000) $612 Shares 3,456 Est. Cost $189.61 Unrealized
BAC BANK AMERICA 0.2%
Value ($000) $611 Shares 20,859 Est. Cost $22.78 Unrealized +14.4%
CSCO CISCO SYSTEMS 0.2%
Value ($000) $591 Shares 14,420 Est. Cost $28.64 Unrealized +16.8%
PG PROCTER & GAMBLE 0.2%
Value ($000) $576 Shares 7,445 Est. Cost $71.93 Unrealized -5.6%
MO ALTRIA GROUP 0.2%
Value ($000) $570 Shares 9,426 Est. Cost $36.64 Unrealized -0.2%
CVX CHEVRON CORP 0.2%
Value ($000) $570 Shares 5,076 Est. Cost $83.62 Unrealized +1.7%
UNITED TECHNOLOGIES 0.2%
Value ($000) $569 Shares 4,609 Est. Cost $132.85 Unrealized
VBR VANGUARD SMALL 0.2%
Value ($000) $561 Shares 4,438 Est. Cost $134.03 Unrealized
T AT&T INC 0.2%
Value ($000) $551 Shares 15,689 Est. Cost $15.30 Unrealized +3.3%
SCHP SCHWAB US 0.2%
Value ($000) $505 Shares 9,221 Est. Cost $54.77 Unrealized
CLAYMORE GUGGENHEIM 0.2%
Value ($000) $499 Shares 24,032 Est. Cost $21.03 Unrealized
TOWN TOWNEBANK PORTSMOUTH 0.2%
Value ($000) $497 Shares 17,643 Est. Cost $33.35 Unrealized -9.9%
IWF ISHARES RUSSELL 0.2%
Value ($000) $492 Shares 3,705 Est. Cost $139.24 Unrealized
USMV ISHARES EDGE 0.2%
Value ($000) $489 Shares 9,581 Est. Cost $52.98 Unrealized
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $474 Shares 2,185 Est. Cost $186.86 Unrealized +7.6%
IJK ISHARES S&P 0.2%
Value ($000) $469 Shares 2,201 Est. Cost $221.09 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $466 Shares 5,096 Est. Cost $66.89 Unrealized +17.4%
DIS WALT DISNEY 0.2%
Value ($000) $464 Shares 4,701 Est. Cost $97.39 Unrealized +3.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $461 Shares 455 Est. Cost $51.30 Unrealized +7.3%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $444 Shares 7,569 Est. Cost $47.53 Unrealized -5.6%
CLAYMORE GUGGENHEIM 0.2%
Value ($000) $443 Shares 21,870 Est. Cost $20.79 Unrealized
FTC FIRST TRUST 0.2%
Value ($000) $441 Shares 7,125 Est. Cost $63.30 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $441 Shares 9,788 Est. Cost $43.58 Unrealized +1.5%
EMB ISHARES JPMORGAN 0.2%
Value ($000) $438 Shares 3,904 Est. Cost $115.32 Unrealized
FV FIRST TRUST 0.2%
Value ($000) $436 Shares 15,600 Est. Cost $28.59 Unrealized
VGT VANGUARD INFORMATION 0.2%
Value ($000) $435 Shares 2,607 Est. Cost $172.31 Unrealized
KO COCA COLA COMPANY 0.2%
Value ($000) $431 Shares 10,103 Est. Cost $35.60 Unrealized -1.5%
MRK MERCK & COMPANY 0.2%
Value ($000) $430 Shares 8,078 Est. Cost $43.00 Unrealized -1.7%
BNDX VANGUARD TOTAL 0.2%
Value ($000) $428 Shares 7,828 Est. Cost $54.35 Unrealized
PFF ISHARES U S 0.2%
Value ($000) $423 Shares 11,358 Est. Cost $11.60 Unrealized
FPX FIRST TRUST 0.2%
Value ($000) $421 Shares 6,300 Est. Cost $70.16 Unrealized
VO VANGUARD MID 0.2%
Value ($000) $409 Shares 2,711 Est. Cost $157.70 Unrealized
ROYAL DUTCH 0.2%
Value ($000) $399 Shares 6,381 Est. Cost $68.98 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $395 Shares 392 Est. Cost $51.02 Unrealized +7.4%
PEP PEPSICO INC 0.2%
Value ($000) $390 Shares 3,644 Est. Cost $88.99 Unrealized +0.3%
DOWDUPONT INC 0.2%
Value ($000) $389 Shares 6,264 Est. Cost $71.17 Unrealized
GENERAL ELECTRIC 0.2%
Value ($000) $386 Shares 29,455 Est. Cost $17.83 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $384 Shares 1,807 Est. Cost $145.26 Unrealized +3.4%
CCI CROWN CASTLE 0.2%
Value ($000) $382 Shares 3,508 Est. Cost $76.55 Unrealized +1.5%
CLAYMORE GUGGENHEIM 0.2%
Value ($000) $382 Shares 15,625 Est. Cost $24.94 Unrealized
POWERSHARES FTSE 0.2%
Value ($000) $382 Shares 3,542 Est. Cost $114.66 Unrealized
DBEF X TRACKERS 0.2%
Value ($000) $380 Shares 12,544 Est. Cost $32.69 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $374 Shares 2,182 Est. Cost $142.19 Unrealized +15.1%
VXUS VANGUARD TOTAL 0.1%
Value ($000) $369 Shares 6,626 Est. Cost $58.64 Unrealized
GD GENERAL DYNAMICS 0.1%
Value ($000) $368 Shares 1,680 Est. Cost $181.99 Unrealized 0.0%
MUNI PIMCO INTERMEDIATE 0.1%
Value ($000) $358 Shares 6,795 Est. Cost $53.57 Unrealized
XLI SECTOR INDUSTRIAL 0.1%
Value ($000) $357 Shares 4,910 Est. Cost $77.52 Unrealized
SWK STANLEY BLACK 0.1%
Value ($000) $344 Shares 2,286 Est. Cost $130.60 Unrealized -0.3%
NUVEEN MUNICIPAL VALUE F 0.1%
Value ($000) $344 Shares 36,248 Est. Cost $10.22 Unrealized
EEM ISHARES MSCI 0.1%
Value ($000) $338 Shares 7,129 Est. Cost $47.41 Unrealized
VCSH VANGUARD SHORT 0.1%
Value ($000) $331 Shares 4,227 Est. Cost $79.04 Unrealized
CSPI CSP INC 0.1%
Value ($000) $328 Shares 30,472 Est. Cost $4.84 Unrealized +27.6%
INDA ISHARES MSCI 0.1%
Value ($000) $322 Shares 9,511 Est. Cost $36.63 Unrealized
PM PHILIP MORRIS 0.1%
Value ($000) $319 Shares 3,274 Est. Cost $69.52 Unrealized -1.2%
VOE VANGUARD MID 0.1%
Value ($000) $315 Shares 2,945 Est. Cost $113.91 Unrealized
ALPS ALERIAN 0.1%
Value ($000) $310 Shares 33,314 Est. Cost $11.00 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $309 Shares 3,811 Est. Cost $66.15 Unrealized +12.0%
CME CME GROUP 0.1%
Value ($000) $309 Shares 1,960 Est. Cost $107.24 Unrealized +12.9%
WFC WELLS FARGO & CO 0.1%
Value ($000) $303 Shares 5,893 Est. Cost $45.43 Unrealized +5.0%
HDV ISHARES CORE 0.1%
Value ($000) $298 Shares 3,593 Est. Cost $90.69 Unrealized
KMB KIMBERLY CLARK 0.1%
Value ($000) $297 Shares 2,770 Est. Cost $87.60 Unrealized -1.6%
IBM INTL BUSINESS 0.1%
Value ($000) $290 Shares 1,931 Est. Cost $102.11 Unrealized +5.1%
GLD SPDR GOLD 0.1%
Value ($000) $286 Shares 2,250 Est. Cost $125.47 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $286 Shares 2,151 Est. Cost $102.36 Unrealized +10.5%
VBK VANGUARD SMALL 0.1%
Value ($000) $279 Shares 1,742 Est. Cost $163.58 Unrealized
IWP ISHARES RUSSELL 0.1%
Value ($000) $279 Shares 2,327 Est. Cost $124.79 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $278 Shares 6,285 Est. Cost $36.45 Unrealized -11.8%
SHM SPDR NUVEEN 0.1%
Value ($000) $275 Shares 5,752 Est. Cost $47.94 Unrealized
BIV VANGUARD INTERMEDIATE 0.1%
Value ($000) $275 Shares 3,373 Est. Cost $83.31 Unrealized
EATON VANCE 0.1%
Value ($000) $273 Shares 23,377 Est. Cost $12.45 Unrealized
EATON VANCE 0.1%
Value ($000) $272 Shares 23,046 Est. Cost $12.50 Unrealized
BCE BCE INC 0.1%
Value ($000) $272 Shares 6,386 Est. Cost $28.77 Unrealized -4.5%
WMT WALMART INC 0.1%
Value ($000) $267 Shares 3,120 Est. Cost $26.89 Unrealized +5.4%
NUVEEN AMT 0.1%
Value ($000) $261 Shares 17,962 Est. Cost $15.64 Unrealized
PYPL PAYPAL HOLDINGS 0.1%
Value ($000) $260 Shares 3,473 Est. Cost $73.01 Unrealized +8.4%
AMGN AMGEN INC 0.1%
Value ($000) $257 Shares 1,546 Est. Cost $139.36 Unrealized +3.6%
APD AIR PRODUCTS 0.1%
Value ($000) $257 Shares 1,644 Est. Cost $135.74 Unrealized 0.0%
MINT PIMCO EHNANCED 0.1%
Value ($000) $256 Shares 2,519 Est. Cost $101.48 Unrealized
BMY BRISTOL MYERS 0.1%
Value ($000) $256 Shares 4,130 Est. Cost $46.46 Unrealized +3.5%
PEG PUBLIC SERVICE 0.1%
Value ($000) $253 Shares 5,078 Est. Cost $38.21 Unrealized -1.7%
LMT LOCKHEED MARTIN 0.1%
Value ($000) $248 Shares 745 Est. Cost $253.57 Unrealized +8.6%
IWR ISHARES RUSSELL 0.1%
Value ($000) $245 Shares 1,213 Est. Cost $201.98 Unrealized
XLE SECTOR ENERGY 0.1%
Value ($000) $241 Shares 3,648 Est. Cost $74.63 Unrealized
ETN EATON CORP 0.1%
Value ($000) $236 Shares 3,034 Est. Cost $66.91 Unrealized +5.0%
ACN ACCENTURE PLC 0.1%
Value ($000) $236 Shares 1,593 Est. Cost $129.73 Unrealized +8.5%
RAYTHEON COMPANY 0.1%
Value ($000) $235 Shares 1,111 Est. Cost $192.20 Unrealized
EFV ISHARES MSCI 0.1%
Value ($000) $235 Shares 4,383 Est. Cost $56.78 Unrealized
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $229 Shares 3,534 Est. Cost $55.17 Unrealized +4.1%
TLT ISHARES 20 0.1%
Value ($000) $229 Shares 1,877 Est. Cost $125.15 Unrealized
MDY SPDR S&P 0.1%
Value ($000) $229 Shares 687 Est. Cost $353.66 Unrealized
EWJ ISHARES MSCI 0.1%
Value ($000) $228 Shares 3,833 Est. Cost $62.50 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $227 Shares 1,438 Est. Cost $138.61 Unrealized -1.4%
CTAS CINTAS CORP 0.1%
Value ($000) $227 Shares 1,358 Est. Cost $38.40 Unrealized 0.0%
DUK DUKE ENERGY 0.1%
Value ($000) $226 Shares 2,937 Est. Cost $62.56 Unrealized -10.4%
MUB ISHARES NATIONAL 0.1%
Value ($000) $226 Shares 2,082 Est. Cost $108.55 Unrealized
IWD ISHARES RUSSELL 0.1%
Value ($000) $222 Shares 1,896 Est. Cost $126.60 Unrealized
IWB ISHARES RUSSELL 0.1%
Value ($000) $221 Shares 1,538 Est. Cost $152.48 Unrealized
MKC MC CORMICK 0.1%
Value ($000) $221 Shares 2,131 Est. Cost $42.68 Unrealized +6.1%
ISHARES IBONDS 0.1%
Value ($000) $211 Shares 8,345 Est. Cost $25.52 Unrealized
BWX SPDR BLOOMBERG 0.1%
Value ($000) $211 Shares 7,131 Est. Cost $29.59 Unrealized
VXF VANGUARD EXTENDED 0.1%
Value ($000) $209 Shares 1,920 Est. Cost $113.77 Unrealized
VMBS VANGUARD MORTGAGE 0.1%
Value ($000) $208 Shares 4,041 Est. Cost $52.27 Unrealized
POWERSHARES SENIOR 0.1%
Value ($000) $208 Shares 8,988 Est. Cost $23.14 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $205 Shares 5,287 Est. Cost $37.37 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $205 Shares 2,192 Est. Cost $81.75 Unrealized -1.3%
CLAYMORE GUGGENHEIM 0.1%
Value ($000) $203 Shares 3,472 Est. Cost $65.14 Unrealized
SUNTRUST BANKS 0.1%
Value ($000) $203 Shares 3,077 Est. Cost $65.97 Unrealized
EEMV ISHARES EDGE 0.1%
Value ($000) $203 Shares 3,291 Est. Cost $61.68 Unrealized
VEREIT INC 0.1%
Value ($000) $167 Shares 24,394 Est. Cost $7.58 Unrealized
DNP SELECT 0.1%
Value ($000) $147 Shares 14,287 Est. Cost $10.29 Unrealized
NUVEEN FLOATING 0.1%
Value ($000) $127 Shares 11,674 Est. Cost $10.88 Unrealized
F FORD MOTOR 0.1%
Value ($000) $126 Shares 11,569 Est. Cost $8.01 Unrealized -6.6%
CALAMOS CONVERTIBLE 0.0%
Value ($000) $120 Shares 10,305 Est. Cost $12.06 Unrealized
PROSPECT CAP 4.7520 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized