Braun-Bostich & Associates Inc. Diversified Active

CIK: 0001740842 · Show all filings

Period: Q4 2017 (Next →)

Filing Date: May 21, 2018

Total Value ($000): $118,071 (100.0% shares, 0.0% debt)

Holdings (314)

POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO 4.5%
Value ($000) $5,267 Shares 110,326 Est. Cost $47.74 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 4.0%
Value ($000) $4,748 Shares 39,062 Est. Cost $121.55 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.1%
Value ($000) $3,668 Shares 13,642 Est. Cost $268.88 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.0%
Value ($000) $3,520 Shares 32,234 Est. Cost $109.20 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 2.6%
Value ($000) $3,050 Shares 38,460 Est. Cost $79.30 Unrealized
TIP ISHARES TIPS BOND ETF 2.5%
Value ($000) $2,930 Shares 25,680 Est. Cost $114.10 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 2.4%
Value ($000) $2,811 Shares 97,807 Est. Cost $28.74 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 2.3%
Value ($000) $2,738 Shares 32,655 Est. Cost $83.85 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 2.2%
Value ($000) $2,652 Shares 29,028 Est. Cost $91.36 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 2.2%
Value ($000) $2,560 Shares 74,822 Est. Cost $34.21 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 2.2%
Value ($000) $2,557 Shares 25,599 Est. Cost $99.89 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.9%
Value ($000) $2,208 Shares 20,912 Est. Cost $105.59 Unrealized
MBB ISHARES MBS ETF 1.8%
Value ($000) $2,082 Shares 19,530 Est. Cost $106.61 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.7%
Value ($000) $2,023 Shares 13,073 Est. Cost $154.75 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 1.7%
Value ($000) $1,974 Shares 62,111 Est. Cost $31.78 Unrealized
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $1,825 Shares 13,061 Est. Cost $110.98 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.5%
Value ($000) $1,804 Shares 16,498 Est. Cost $109.35 Unrealized
SPMD SPDR PORTFOLIO MID CAP ETF 1.5%
Value ($000) $1,800 Shares 53,943 Est. Cost $33.37 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 1.4%
Value ($000) $1,699 Shares 11,492 Est. Cost $147.84 Unrealized
IJH ISHARES S&P MIDCAP FUND 1.4%
Value ($000) $1,676 Shares 8,832 Est. Cost $189.76 Unrealized
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 1.4%
Value ($000) $1,670 Shares 32,230 Est. Cost $51.82 Unrealized
AAPL APPLE INC COM 1.3%
Value ($000) $1,583 Shares 9,356 Est. Cost $39.08 Unrealized 0.0%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 1.3%
Value ($000) $1,577 Shares 53,131 Est. Cost $29.68 Unrealized
HD HOME DEPOT INC COM 1.3%
Value ($000) $1,493 Shares 7,878 Est. Cost $141.67 Unrealized 0.0%
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $1,442 Shares 16,863 Est. Cost $75.26 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 1.2%
Value ($000) $1,391 Shares 21,053 Est. Cost $66.07 Unrealized
PEP PEPSICO INC COM 1.2%
Value ($000) $1,387 Shares 11,567 Est. Cost $88.99 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $1,250 Shares 14,944 Est. Cost $57.12 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 1.0%
Value ($000) $1,187 Shares 5,383 Est. Cost $186.06 Unrealized 0.0%
HON HONEYWELL INTL INC COM 1.0%
Value ($000) $1,153 Shares 7,517 Est. Cost $113.37 Unrealized 0.0%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.9%
Value ($000) $1,097 Shares 9,448 Est. Cost $116.11 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $993 Shares 17,451 Est. Cost $56.90 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.8%
Value ($000) $889 Shares 8,266 Est. Cost $97.30 Unrealized 0.0%
SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.7%
Value ($000) $877 Shares 31,816 Est. Cost $27.56 Unrealized
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $810 Shares 4,352 Est. Cost $154.45 Unrealized 0.0%
AOM ISHARES MODERATE ALLOCATION FUND 0.7%
Value ($000) $804 Shares 21,129 Est. Cost $38.05 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.7%
Value ($000) $787 Shares 9,651 Est. Cost $81.55 Unrealized
WMT WALMART INC COM 0.7%
Value ($000) $786 Shares 7,958 Est. Cost $26.82 Unrealized 0.0%
IWV ISHARES RUSSELL 3000 ETF 0.7%
Value ($000) $768 Shares 4,855 Est. Cost $158.19 Unrealized
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $759 Shares 7,093 Est. Cost $81.33 Unrealized 0.0%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.6%
Value ($000) $753 Shares 14,264 Est. Cost $52.79 Unrealized
ORCL ORACLE CORP COM 0.6%
Value ($000) $745 Shares 15,756 Est. Cost $43.49 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $732 Shares 19,118 Est. Cost $27.97 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.6%
Value ($000) $711 Shares 8,421 Est. Cost $75.28 Unrealized 0.0%
UNP UNION PAC CORP COM 0.6%
Value ($000) $707 Shares 5,274 Est. Cost $100.79 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.6%
Value ($000) $688 Shares 12,280 Est. Cost $47.79 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $677 Shares 4,424 Est. Cost $128.56 Unrealized 0.0%
POWERSHARES EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO 0.6%
Value ($000) $674 Shares 22,804 Est. Cost $29.56 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $663 Shares 629 Est. Cost $51.24 Unrealized 0.0%
CMI CUMMINS INC COM 0.6%
Value ($000) $654 Shares 3,701 Est. Cost $138.21 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.5%
Value ($000) $644 Shares 3,802 Est. Cost $151.96 Unrealized 0.0%
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND 0.5%
Value ($000) $642 Shares 11,756 Est. Cost $54.61 Unrealized
HAS HASBRO INC COM 0.5%
Value ($000) $634 Shares 6,975 Est. Cost $70.35 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $633 Shares 4,185 Est. Cost $142.19 Unrealized 0.0%
META FACEBOOK INC CL A 0.5%
Value ($000) $631 Shares 3,574 Est. Cost $175.52 Unrealized 0.0%
TRAVELCENTERS AMER LLC COM 0.5%
Value ($000) $617 Shares 150,521 Est. Cost $4.10 Unrealized
INGERSOLL-RAND PLC SHS 0.5%
Value ($000) $617 Shares 6,921 Est. Cost $89.15 Unrealized
RAYTHEON CO COM NEW 0.5%
Value ($000) $617 Shares 3,284 Est. Cost $187.88 Unrealized
BIIB BIOGEN INC COM 0.5%
Value ($000) $613 Shares 1,924 Est. Cost $320.80 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.5%
Value ($000) $612 Shares 3,007 Est. Cost $170.35 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.5%
Value ($000) $610 Shares 11,932 Est. Cost $49.42 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.5%
Value ($000) $600 Shares 4,371 Est. Cost $137.27 Unrealized
EA ELECTRONIC ARTS INC COM 0.5%
Value ($000) $586 Shares 5,581 Est. Cost $108.08 Unrealized 0.0%
LAM RESEARCH CORP COM 0.5%
Value ($000) $586 Shares 3,181 Est. Cost $184.22 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.5%
Value ($000) $573 Shares 6,033 Est. Cost $86.96 Unrealized 0.0%
BKNG BOOKING HLDGS INC COM 0.5%
Value ($000) $553 Shares 318 Est. Cost $1782.06 Unrealized 0.0%
CELGENE CORP COM 0.5%
Value ($000) $546 Shares 5,231 Est. Cost $104.38 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $525 Shares 4,196 Est. Cost $83.55 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.4%
Value ($000) $501 Shares 5,739 Est. Cost $87.30 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.4%
Value ($000) $497 Shares 6,469 Est. Cost $76.83 Unrealized
POWERSHARES SENIOR LOAN PORTFOLIO 0.4%
Value ($000) $493 Shares 21,401 Est. Cost $23.04 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $475 Shares 7,599 Est. Cost $51.78 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $461 Shares 5,015 Est. Cost $72.65 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.4%
Value ($000) $431 Shares 5,936 Est. Cost $72.61 Unrealized
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $424 Shares 7,383 Est. Cost $47.41 Unrealized 0.0%
SO SOUTHERN CO COM 0.4%
Value ($000) $415 Shares 8,630 Est. Cost $36.45 Unrealized 0.0%
PH PARKER HANNIFIN CORP COM 0.3%
Value ($000) $410 Shares 2,055 Est. Cost $164.37 Unrealized 0.0%
VFC V F CORP COM 0.3%
Value ($000) $404 Shares 5,466 Est. Cost $66.06 Unrealized 0.0%
VV VANGUARD LARGE-CAP INDEX FUND 0.3%
Value ($000) $404 Shares 3,292 Est. Cost $122.72 Unrealized
PRAXAIR INC COM 0.3%
Value ($000) $402 Shares 2,597 Est. Cost $154.79 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $399 Shares 2,393 Est. Cost $130.85 Unrealized 0.0%
AFL AFLAC INC COM 0.3%
Value ($000) $395 Shares 4,502 Est. Cost $35.30 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $389 Shares 4,817 Est. Cost $64.98 Unrealized 0.0%
NVS NOVARTIS A G SPONSORED ADR 0.3%
Value ($000) $385 Shares 4,584 Est. Cost $83.99 Unrealized
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $383 Shares 7,148 Est. Cost $39.05 Unrealized 0.0%
SPTM SPDR PORTFOLIO TOTAL STOCK MARKET ETF 0.3%
Value ($000) $383 Shares 11,524 Est. Cost $33.23 Unrealized
BROADCOM LTD SHS 0.3%
Value ($000) $382 Shares 1,486 Est. Cost $257.07 Unrealized
AETNA INC NEW COM 0.3%
Value ($000) $382 Shares 2,119 Est. Cost $180.27 Unrealized
PSA PUBLIC STORAGE COM 0.3%
Value ($000) $380 Shares 1,818 Est. Cost $151.35 Unrealized 0.0%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $372 Shares 2,936 Est. Cost $126.70 Unrealized
MCK MCKESSON CORP COM 0.3%
Value ($000) $371 Shares 2,380 Est. Cost $138.91 Unrealized 0.0%
V VISA INC COM CL A 0.3%
Value ($000) $368 Shares 3,225 Est. Cost $104.38 Unrealized 0.0%
ALLERGAN PLC SHS 0.3%
Value ($000) $359 Shares 2,195 Est. Cost $163.55 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.3%
Value ($000) $352 Shares 10,137 Est. Cost $36.07 Unrealized 0.0%
AMGN AMGEN INC COM 0.3%
Value ($000) $351 Shares 2,016 Est. Cost $138.21 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $344 Shares 1,073 Est. Cost $253.57 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $333 Shares 2,916 Est. Cost $114.20 Unrealized
HOSPITALITY PPTYS TR COM SH BEN INT 0.3%
Value ($000) $324 Shares 10,860 Est. Cost $29.83 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $297 Shares 4,165 Est. Cost $36.64 Unrealized 0.0%
INTC INTEL CORP COM 0.3%
Value ($000) $297 Shares 6,432 Est. Cost $36.55 Unrealized 0.0%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.2%
Value ($000) $282 Shares 2,731 Est. Cost $103.26 Unrealized
CHINA MOBILE LIMITED SPONSORED ADR 0.2%
Value ($000) $274 Shares 5,412 Est. Cost $50.63 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $271 Shares 2,587 Est. Cost $71.75 Unrealized 0.0%
CIGNA CORPORATION COM 0.2%
Value ($000) $255 Shares 1,256 Est. Cost $203.03 Unrealized
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $254 Shares 4,597 Est. Cost $55.25 Unrealized
SEE SEALED AIR CORP NEW COM 0.2%
Value ($000) $251 Shares 5,085 Est. Cost $39.73 Unrealized 0.0%
DOWDUPONT INC COM 0.2%
Value ($000) $249 Shares 3,492 Est. Cost $71.31 Unrealized
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $241 Shares 3,578 Est. Cost $51.22 Unrealized 0.0%
CB CHUBB LIMITED COM 0.2%
Value ($000) $238 Shares 1,627 Est. Cost $129.55 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $218 Shares 1,101 Est. Cost $189.88 Unrealized 0.0%
RJF RAYMOND JAMES FINANCIAL INC COM 0.2%
Value ($000) $201 Shares 2,251 Est. Cost $50.88 Unrealized 0.0%
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.2%
Value ($000) $193 Shares 3,587 Est. Cost $53.81 Unrealized
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $181 Shares 10,366 Est. Cost $17.46 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $177 Shares 1,189 Est. Cost $107.52 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $175 Shares 3,297 Est. Cost $31.96 Unrealized 0.0%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $172 Shares 1,222 Est. Cost $140.75 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $169 Shares 3,333 Est. Cost $50.71 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $154 Shares 893 Est. Cost $138.65 Unrealized 0.0%
T AT&T INC COM 0.1%
Value ($000) $154 Shares 3,967 Est. Cost $15.25 Unrealized 0.0%
PFE PFIZER INC COM 0.1%
Value ($000) $142 Shares 3,919 Est. Cost $23.80 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $140 Shares 120 Est. Cost $55.02 Unrealized 0.0%
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.1%
Value ($000) $138 Shares 3,460 Est. Cost $31.64 Unrealized 0.0%
MRK MERCK & CO INC COM 0.1%
Value ($000) $136 Shares 2,423 Est. Cost $43.00 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $136 Shares 887 Est. Cost $102.11 Unrealized 0.0%
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.1%
Value ($000) $135 Shares 3,901 Est. Cost $34.61 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $131 Shares 1,260 Est. Cost $108.60 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $130 Shares 3,677 Est. Cost $35.35 Unrealized
IGHG PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED 0.1%
Value ($000) $125 Shares 1,618 Est. Cost $77.26 Unrealized
DISCOVER FINL SVCS COM 0.1%
Value ($000) $122 Shares 1,586 Est. Cost $76.92 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.1%
Value ($000) $115 Shares 7,460 Est. Cost $15.42 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $109 Shares 104 Est. Cost $50.52 Unrealized 0.0%
KO COCA COLA CO COM 0.1%
Value ($000) $109 Shares 2,383 Est. Cost $35.63 Unrealized 0.0%
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $107 Shares 2,374 Est. Cost $45.07 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $106 Shares 1,313 Est. Cost $56.42 Unrealized 0.0%
HDB HDFC BANK LTD ADR REPS 3 SHS 0.1%
Value ($000) $105 Shares 1,037 Est. Cost $101.25 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $100 Shares 696 Est. Cost $104.65 Unrealized 0.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $100 Shares 1,034 Est. Cost $66.89 Unrealized 0.0%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.1%
Value ($000) $100 Shares 1,928 Est. Cost $51.87 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $100 Shares 3,783 Est. Cost $26.43 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $97 Shares 1,766 Est. Cost $15.87 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.1%
Value ($000) $94 Shares 2,378 Est. Cost $39.53 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.1%
Value ($000) $92 Shares 721 Est. Cost $127.60 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $92 Shares 480 Est. Cost $19.26 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $92 Shares 2,441 Est. Cost $37.69 Unrealized
UBS UBS GROUP AG SHS 0.1%
Value ($000) $91 Shares 4,953 Est. Cost $17.38 Unrealized 0.0%
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $90 Shares 3,365 Est. Cost $26.75 Unrealized
SAP SAP SE SPON ADR 0.1%
Value ($000) $89 Shares 793 Est. Cost $112.23 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $87 Shares 714 Est. Cost $121.85 Unrealized
TOTAL S A SPONSORED ADR 0.1%
Value ($000) $86 Shares 1,552 Est. Cost $55.41 Unrealized
PPL PPL CORP COM 0.1%
Value ($000) $82 Shares 2,647 Est. Cost $24.88 Unrealized 0.0%
POWERSHARES DYNAMIC LARGE CAP VALUE PORTFOLIO 0.1%
Value ($000) $81 Shares 2,097 Est. Cost $38.63 Unrealized
WPC W P CAREY INC COM 0.1%
Value ($000) $78 Shares 1,130 Est. Cost $69.03 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $77 Shares 876 Est. Cost $87.90 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $73 Shares 1,427 Est. Cost $38.22 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $73 Shares 841 Est. Cost $70.72 Unrealized 0.0%
SENIOR HSG PPTYS TR SH BEN INT 0.1%
Value ($000) $71 Shares 3,716 Est. Cost $19.11 Unrealized
BAC BANK AMER CORP COM 0.1%
Value ($000) $71 Shares 2,392 Est. Cost $22.78 Unrealized 0.0%
KEP KOREA ELECTRIC PWR SPONSORED ADR 0.1%
Value ($000) $67 Shares 3,766 Est. Cost $17.79 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $66 Shares 743 Est. Cost $88.83 Unrealized
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $63 Shares 1,212 Est. Cost $51.98 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $63 Shares 923 Est. Cost $51.63 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $63 Shares 686 Est. Cost $75.72 Unrealized 0.0%
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $62 Shares 672 Est. Cost $92.26 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $61 Shares 922 Est. Cost $60.75 Unrealized 0.0%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $60 Shares 528 Est. Cost $88.57 Unrealized 0.0%
BCE BCE INC COM NEW 0.0%
Value ($000) $59 Shares 1,224 Est. Cost $28.77 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $59 Shares 533 Est. Cost $76.51 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $59 Shares 387 Est. Cost $152.45 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $56 Shares 1,615 Est. Cost $34.67 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $56 Shares 1,406 Est. Cost $32.34 Unrealized 0.0%
PLD PROLOGIS INC COM 0.0%
Value ($000) $56 Shares 863 Est. Cost $52.02 Unrealized 0.0%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $54 Shares 342 Est. Cost $112.20 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $53 Shares 803 Est. Cost $47.48 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $53 Shares 309 Est. Cost $104.73 Unrealized 0.0%
EMHY ISHARES EMERGING MARKETS HIGH YIELD BOND FUND 0.0%
Value ($000) $52 Shares 1,032 Est. Cost $50.39 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $52 Shares 912 Est. Cost $36.71 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $52 Shares 1,037 Est. Cost $39.89 Unrealized 0.0%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $51 Shares 1,449 Est. Cost $35.20 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $51 Shares 1,523 Est. Cost $33.49 Unrealized
IP INTL PAPER CO COM 0.0%
Value ($000) $50 Shares 866 Est. Cost $37.59 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $49 Shares 418 Est. Cost $99.02 Unrealized 0.0%
MAA MID AMER APT CMNTYS INC COM 0.0%
Value ($000) $48 Shares 473 Est. Cost $78.38 Unrealized 0.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $48 Shares 277 Est. Cost $173.29 Unrealized
POWERSHARES PREFERRED PORTFOLIO 0.0%
Value ($000) $48 Shares 3,205 Est. Cost $14.98 Unrealized
RITCHIE BROS AUCTIONEERS COM 0.0%
Value ($000) $48 Shares 1,589 Est. Cost $30.21 Unrealized
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $46 Shares 1,265 Est. Cost $36.36 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $46 Shares 859 Est. Cost $39.65 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $45 Shares 708 Est. Cost $49.00 Unrealized 0.0%
SELECT INCOME REIT COM SH BEN INT 0.0%
Value ($000) $45 Shares 1,794 Est. Cost $25.08 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $43 Shares 184 Est. Cost $144.97 Unrealized 0.0%
GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $42 Shares 2,290 Est. Cost $18.34 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.0%
Value ($000) $41 Shares 818 Est. Cost $50.12 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $38 Shares 225 Est. Cost $136.87 Unrealized 0.0%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $37 Shares 286 Est. Cost $129.37 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.0%
Value ($000) $34 Shares 327 Est. Cost $103.98 Unrealized
VIACOM INC NEW CL B 0.0%
Value ($000) $34 Shares 1,110 Est. Cost $30.63 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $33 Shares 140 Est. Cost $235.71 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $33 Shares 578 Est. Cost $30.25 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $33 Shares 439 Est. Cost $75.17 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $32 Shares 288 Est. Cost $111.11 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $32 Shares 750 Est. Cost $34.48 Unrealized 0.0%
ROCKWELL COLLINS INC COM 0.0%
Value ($000) $32 Shares 238 Est. Cost $134.45 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $32.00 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $31 Shares 304 Est. Cost $69.29 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $31 Shares 261 Est. Cost $96.16 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $29 Shares 539 Est. Cost $53.80 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $28 Shares 687 Est. Cost $40.85 Unrealized 0.0%
HSBC HLDGS PLC ADR A 1/40PF A 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $25 Shares 669 Est. Cost $37.37 Unrealized
M MACYS INC COM 0.0%
Value ($000) $24 Shares 952 Est. Cost $21.94 Unrealized 0.0%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $24 Shares 125 Est. Cost $4.91 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $24 Shares 1,690 Est. Cost $14.20 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $24 Shares 237 Est. Cost $101.27 Unrealized
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $23 Shares 1,673 Est. Cost $13.75 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $22 Shares 403 Est. Cost $42.65 Unrealized 0.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $22 Shares 442 Est. Cost $38.39 Unrealized 0.0%
MYLAN N V SHS EURO 0.0%
Value ($000) $22 Shares 519 Est. Cost $42.39 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $22 Shares 450 Est. Cost $38.57 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $21 Shares 196 Est. Cost $81.75 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $21 Shares 525 Est. Cost $30.68 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.00 Unrealized
POWERSHARES DYNAMIC PHARMACEUTICALS PORTFOLIO 0.0%
Value ($000) $20 Shares 317 Est. Cost $63.09 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $20 Shares 240 Est. Cost $68.23 Unrealized 0.0%
TPG SPECIALTY LENDING INC COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.00 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $19 Shares 72 Est. Cost $263.89 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $19 Shares 62 Est. Cost $21.75 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $18 Shares 250 Est. Cost $56.24 Unrealized 0.0%
CENTURYLINK INC COM 0.0%
Value ($000) $17 Shares 1,024 Est. Cost $16.60 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $17 Shares 276 Est. Cost $45.09 Unrealized 0.0%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $16 Shares 330 Est. Cost $48.48 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 313 Est. Cost $47.92 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $15 Shares 2,784 Est. Cost $5.39 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $14 Shares 278 Est. Cost $43.82 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $12 Shares 87 Est. Cost $121.85 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $12 Shares 174 Est. Cost $56.69 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $12 Shares 126 Est. Cost $86.51 Unrealized 0.0%
FIAT CHRYSLER AUTOMOBILES N V SHS 0.0%
Value ($000) $12 Shares 651 Est. Cost $18.43 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $12 Shares 119 Est. Cost $85.24 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $11 Shares 126 Est. Cost $62.65 Unrealized 0.0%
CBS CORP NEW CL B 0.0%
Value ($000) $11 Shares 193 Est. Cost $56.99 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $11 Shares 133 Est. Cost $72.87 Unrealized 0.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $11 Shares 147 Est. Cost $22.22 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $11 Shares 136 Est. Cost $53.39 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 43 Est. Cost $244.69 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $11 Shares 68 Est. Cost $130.30 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $11 Shares 171 Est. Cost $56.83 Unrealized 0.0%
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $11 Shares 123 Est. Cost $78.23 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $11 Shares 86 Est. Cost $64.57 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $11 Shares 99 Est. Cost $72.28 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $11 Shares 153 Est. Cost $44.30 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $11 Shares 101 Est. Cost $90.64 Unrealized 0.0%
CNX CNX RESOURCES CORPORATION COM 0.0%
Value ($000) $11 Shares 762 Est. Cost $13.81 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $11 Shares 119 Est. Cost $81.15 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $10 Shares 175 Est. Cost $59.17 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $10 Shares 240 Est. Cost $41.14 Unrealized 0.0%
POWERSHARES WILDERHILL CLEAN ENERGY PORTFOLIO 0.0%
Value ($000) $10 Shares 405 Est. Cost $24.69 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $10 Shares 379 Est. Cost $20.38 Unrealized 0.0%
FHI FEDERATED INVS INC PA CL B 0.0%
Value ($000) $10 Shares 280 Est. Cost $22.59 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $10 Shares 122 Est. Cost $63.49 Unrealized 0.0%
AON PLC SHS CL A 0.0%
Value ($000) $10 Shares 77 Est. Cost $129.87 Unrealized
MSA MSA SAFETY INC COM 0.0%
Value ($000) $9 Shares 117 Est. Cost $79.81 Unrealized 0.0%
FIVE STAR SENIOR LIVING INC COM 0.0%
Value ($000) $9 Shares 5,940 Est. Cost $1.52 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $9 Shares 618 Est. Cost $9.77 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $199.05 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $7 Shares 101 Est. Cost $53.12 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $7 Shares 184 Est. Cost $23.31 Unrealized 0.0%
RACE FERRARI N V COM 0.0%
Value ($000) $7 Shares 65 Est. Cost $111.18 Unrealized 0.0%
MKL MARKEL CORP COM 0.0%
Value ($000) $6 Shares 5 Est. Cost $1093.18 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 68 Est. Cost $88.24 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $6 Shares 48 Est. Cost $86.27 Unrealized 0.0%
KAMAN CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $6 Shares 87 Est. Cost $68.97 Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $6 Shares 98 Est. Cost $50.90 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $46.46 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $129.92 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $205.77 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $6 Shares 86 Est. Cost $72.14 Unrealized 0.0%
RMR RMR GROUP INC CL A 0.0%
Value ($000) $5 Shares 90 Est. Cost $30.12 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $5 Shares 86 Est. Cost $48.04 Unrealized 0.0%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $4 Shares 108 Est. Cost $37.04 Unrealized
CONSOL ENERGY INC NEW COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $42.55 Unrealized
TWENTY FIRST CENTY FOX INC CL B 0.0%
Value ($000) $4 Shares 125 Est. Cost $32.00 Unrealized
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value ($000) $4 Shares 47 Est. Cost $85.11 Unrealized
STKL SUNOPTA INC COM 0.0%
Value ($000) $3 Shares 352 Est. Cost $8.34 Unrealized 0.0%
LIBERTY INTERACTIVE CORP QVC GP COM SER A 0.0%
Value ($000) $3 Shares 137 Est. Cost $21.90 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $3 Shares 107 Est. Cost $25.23 Unrealized 0.0%
LOGMEIN INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $130.43 Unrealized
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $18.59 Unrealized 0.0%
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $2 Shares 188 Est. Cost $10.64 Unrealized
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $57.14 Unrealized 0.0%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
EAT BRINKER INTL INC COM 0.0%
Value ($000) $2 Shares 63 Est. Cost $31.54 Unrealized 0.0%
AQUA AMERICA INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $2 Shares 165 Est. Cost $11.69 Unrealized 0.0%
CITRIX SYS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
RITE AID CORP COM 0.0%
Value ($000) $2 Shares 1,024 Est. Cost $1.95 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $1 Shares 86 Est. Cost $11.63 Unrealized
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $1 Shares 31 Est. Cost $13.98 Unrealized 0.0%
GPRO GOPRO INC CL A 0.0%
Value ($000) $1 Shares 132 Est. Cost $8.87 Unrealized 0.0%
SEQUENTIAL BRNDS GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 433 Est. Cost $2.31 Unrealized
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
UNITED STATES NATURAL GAS FUND, LP 0.0%
Value ($000) $1 Shares 220 Est. Cost $4.55 Unrealized
GERN GERON CORP COM 0.0%
Value ($000) $0 Shares 76 Est. Cost $2.02 Unrealized 0.0%
ASTERIAS BIOTHERAPEUTICS INC COM SER A 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
BIOTIME INC WT EXP 100118 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
WPX ENERGY INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
LENDINGCLUB CORP COM 0.0%
Value ($000) $0 Shares 83 Est. Cost Unrealized
GENIUS BRANDS INTL INC COM PAR 0.0%
Value ($000) $0 Shares 147 Est. Cost Unrealized
RRC RANGE RES CORP COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $17.99 Unrealized 0.0%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.12 Unrealized 0.0%
NEURALSTEM INC COM NEW 0.0%
Value ($000) $0 Shares 246 Est. Cost Unrealized
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.56 Unrealized 0.0%