Braun-Bostich & Associates Inc. Diversified Active

CIK: 0001740842 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 10, 2018

Total Value ($000): $99,986 (100.0% shares, 0.0% debt)

Holdings (315)

SPLV INVESCO S&P 500 LOW VOLATILITY ETF 4.7%
Value ($000) $4,652 Shares 98,120 Est. Cost $47.41 Unrealized
IVV ISHARES CORE S&P 500 ETF 4.4%
Value ($000) $4,395 Shares 16,097 Est. Cost $269.22 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 4.0%
Value ($000) $4,032 Shares 37,956 Est. Cost $108.86 Unrealized
SPMD SPDR PORTFOLIO MID CAP ETF 2.8%
Value ($000) $2,821 Shares 80,881 Est. Cost $33.73 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 2.6%
Value ($000) $2,569 Shares 26,973 Est. Cost $91.36 Unrealized
VO VANGUARD MID-CAP INDEX FUND 2.3%
Value ($000) $2,263 Shares 14,356 Est. Cost $154.70 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.0%
Value ($000) $2,045 Shares 13,137 Est. Cost $147.84 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 2.0%
Value ($000) $1,957 Shares 62,319 Est. Cost $31.74 Unrealized
JNJ JOHNSON & JOHNSON COM 1.9%
Value ($000) $1,910 Shares 15,737 Est. Cost $108.32 Unrealized -7.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.9%
Value ($000) $1,860 Shares 23,816 Est. Cost $79.30 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 1.8%
Value ($000) $1,777 Shares 15,508 Est. Cost $121.55 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.7%
Value ($000) $1,651 Shares 16,107 Est. Cost $105.59 Unrealized
AAPL APPLE INC COM 1.6%
Value ($000) $1,622 Shares 8,765 Est. Cost $39.13 Unrealized +9.2%
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 1.6%
Value ($000) $1,602 Shares 32,450 Est. Cost $51.82 Unrealized
NVR NVR INC COM 1.6%
Value ($000) $1,586 Shares 534 Est. Cost $3171.94 Unrealized -3.5%
HD HOME DEPOT INC COM 1.4%
Value ($000) $1,443 Shares 7,395 Est. Cost $141.67 Unrealized +9.4%
UNH UNITEDHEALTH GROUP INC COM 1.4%
Value ($000) $1,393 Shares 5,677 Est. Cost $186.92 Unrealized +13.5%
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $1,337 Shares 13,558 Est. Cost $75.26 Unrealized +19.3%
MBB ISHARES MBS ETF 1.3%
Value ($000) $1,333 Shares 12,792 Est. Cost $106.56 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 1.3%
Value ($000) $1,332 Shares 12,474 Est. Cost $114.73 Unrealized
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $1,244 Shares 15,039 Est. Cost $57.08 Unrealized -1.6%
PEP PEPSICO INC COM 1.2%
Value ($000) $1,219 Shares 11,195 Est. Cost $88.99 Unrealized -8.2%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 1.1%
Value ($000) $1,139 Shares 38,464 Est. Cost $29.68 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.1%
Value ($000) $1,125 Shares 21,433 Est. Cost $56.45 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 1.0%
Value ($000) $1,003 Shares 11,784 Est. Cost $86.30 Unrealized
SPGI S&P GLOBAL INC COM 0.9%
Value ($000) $933 Shares 4,575 Est. Cost $156.73 Unrealized +17.9%
HON HONEYWELL INTL INC COM 0.9%
Value ($000) $885 Shares 6,146 Est. Cost $113.37 Unrealized +0.2%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.9%
Value ($000) $883 Shares 8,051 Est. Cost $107.19 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.9%
Value ($000) $883 Shares 13,937 Est. Cost $66.07 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.9%
Value ($000) $877 Shares 16,506 Est. Cost $52.79 Unrealized
MA MASTERCARD INCORPORATED CL A 0.9%
Value ($000) $865 Shares 4,400 Est. Cost $143.45 Unrealized +25.7%
EA ELECTRONIC ARTS INC COM 0.8%
Value ($000) $831 Shares 5,893 Est. Cost $108.69 Unrealized +16.2%
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $828 Shares 3,961 Est. Cost $155.10 Unrealized +14.6%
IJH ISHARES S&P MIDCAP FUND 0.8%
Value ($000) $797 Shares 4,094 Est. Cost $189.76 Unrealized
UNP UNION PAC CORP COM 0.8%
Value ($000) $785 Shares 5,538 Est. Cost $101.49 Unrealized +16.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.8%
Value ($000) $761 Shares 4,651 Est. Cost $129.28 Unrealized +7.8%
META FACEBOOK INC CL A 0.7%
Value ($000) $734 Shares 3,777 Est. Cost $175.69 Unrealized +2.1%
DIS DISNEY WALT CO COM DISNEY 0.7%
Value ($000) $725 Shares 6,913 Est. Cost $97.30 Unrealized -0.1%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.7%
Value ($000) $725 Shares 8,696 Est. Cost $83.85 Unrealized
TRAVELCENTERS AMER LLC COM 0.7%
Value ($000) $722 Shares 206,244 Est. Cost $3.95 Unrealized
CSCO CISCO SYS INC COM 0.7%
Value ($000) $697 Shares 16,209 Est. Cost $27.97 Unrealized +24.2%
NKE NIKE INC CL B 0.7%
Value ($000) $690 Shares 8,662 Est. Cost $52.84 Unrealized +20.8%
LLY LILLY ELI & CO COM 0.7%
Value ($000) $688 Shares 8,058 Est. Cost $75.28 Unrealized -2.1%
BKNG BOOKING HLDGS INC COM 0.7%
Value ($000) $683 Shares 337 Est. Cost $1791.86 Unrealized +15.6%
HAS HASBRO INC COM 0.7%
Value ($000) $682 Shares 7,385 Est. Cost $70.33 Unrealized -5.1%
RAYTHEON CO COM NEW 0.7%
Value ($000) $668 Shares 3,459 Est. Cost $189.56 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.7%
Value ($000) $666 Shares 13,055 Est. Cost $50.89 Unrealized
INGERSOLL-RAND PLC SHS 0.7%
Value ($000) $657 Shares 7,327 Est. Cost $88.92 Unrealized
WMT WALMART INC COM 0.7%
Value ($000) $654 Shares 7,633 Est. Cost $26.86 Unrealized -6.0%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $644 Shares 570 Est. Cost $51.24 Unrealized +5.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.6%
Value ($000) $641 Shares 12,948 Est. Cost $47.97 Unrealized +3.0%
ORCL ORACLE CORP COM 0.6%
Value ($000) $636 Shares 14,431 Est. Cost $43.49 Unrealized -5.3%
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $621 Shares 5,957 Est. Cost $81.33 Unrealized +9.5%
BIIB BIOGEN INC COM 0.6%
Value ($000) $592 Shares 2,040 Est. Cost $320.12 Unrealized -12.2%
GD GENERAL DYNAMICS CORP COM 0.6%
Value ($000) $592 Shares 3,174 Est. Cost $171.07 Unrealized +0.6%
VFC V F CORP COM 0.6%
Value ($000) $585 Shares 7,174 Est. Cost $67.63 Unrealized +11.4%
LAM RESEARCH CORP COM 0.6%
Value ($000) $584 Shares 3,380 Est. Cost $185.50 Unrealized
AMAT APPLIED MATLS INC COM 0.6%
Value ($000) $583 Shares 12,632 Est. Cost $49.51 Unrealized -4.6%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $582 Shares 7,452 Est. Cost $70.00 Unrealized -11.7%
IJR ISHARES S&P SMALL-CAP FUND 0.6%
Value ($000) $579 Shares 6,936 Est. Cost $77.01 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.6%
Value ($000) $575 Shares 19,436 Est. Cost $29.67 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.6%
Value ($000) $567 Shares 5,163 Est. Cost $68.40 Unrealized -0.1%
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $563 Shares 4,454 Est. Cost $83.83 Unrealized +6.3%
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND 0.6%
Value ($000) $557 Shares 10,643 Est. Cost $54.61 Unrealized
MDT MEDTRONIC PLC SHS 0.5%
Value ($000) $548 Shares 6,404 Est. Cost $65.59 Unrealized +4.5%
PRAXAIR INC COM 0.5%
Value ($000) $543 Shares 3,434 Est. Cost $152.59 Unrealized
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $538 Shares 8,300 Est. Cost $54.74 Unrealized -0.2%
PSA PUBLIC STORAGE COM 0.5%
Value ($000) $532 Shares 2,344 Est. Cost $149.00 Unrealized +2.1%
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $530 Shares 4,695 Est. Cost $114.10 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.5%
Value ($000) $528 Shares 10,525 Est. Cost $50.16 Unrealized
AFL AFLAC INC COM 0.5%
Value ($000) $515 Shares 11,967 Est. Cost $36.25 Unrealized +3.6%
VLO VALERO ENERGY CORP NEW COM 0.5%
Value ($000) $512 Shares 4,616 Est. Cost $82.55 Unrealized 0.0%
BLACKROCK INC COM 0.5%
Value ($000) $506 Shares 1,013 Est. Cost $499.51 Unrealized
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $478 Shares 9,550 Est. Cost $39.19 Unrealized -4.9%
NVS NOVARTIS A G SPONSORED ADR 0.5%
Value ($000) $464 Shares 6,137 Est. Cost $83.05 Unrealized
SO SOUTHERN CO COM 0.5%
Value ($000) $455 Shares 9,833 Est. Cost $35.93 Unrealized -8.6%
AOM ISHARES MODERATE ALLOCATION FUND 0.5%
Value ($000) $452 Shares 12,055 Est. Cost $38.05 Unrealized
AVGO BROADCOM INC COM 0.5%
Value ($000) $452 Shares 1,862 Est. Cost $19.96 Unrealized -1.2%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $442 Shares 3,190 Est. Cost $131.94 Unrealized -7.0%
SPTM SPDR PORTFOLIO TOTAL STOCK MARKET ETF 0.4%
Value ($000) $430 Shares 12,642 Est. Cost $33.20 Unrealized
PH PARKER HANNIFIN CORP COM 0.4%
Value ($000) $428 Shares 2,744 Est. Cost $164.82 Unrealized -7.8%
VV VANGUARD LARGE-CAP INDEX FUND 0.4%
Value ($000) $411 Shares 3,292 Est. Cost $122.72 Unrealized
HOSPITALITY PPTYS TR COM SH BEN INT 0.4%
Value ($000) $370 Shares 12,936 Est. Cost $29.12 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $347 Shares 2,986 Est. Cost $73.18 Unrealized +18.3%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $344 Shares 2,827 Est. Cost $126.70 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.3%
Value ($000) $322 Shares 8,838 Est. Cost $36.07 Unrealized -0.7%
GOVT ISHARES U.S. TREASURY BOND ETF 0.3%
Value ($000) $312 Shares 12,673 Est. Cost $24.62 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.3%
Value ($000) $303 Shares 2,524 Est. Cost $120.82 Unrealized
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $303 Shares 6,210 Est. Cost $47.41 Unrealized +1.4%
INTC INTEL CORP COM 0.3%
Value ($000) $300 Shares 6,040 Est. Cost $36.55 Unrealized +23.2%
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $286 Shares 2,593 Est. Cost $113.92 Unrealized
MCK MCKESSON CORP COM 0.3%
Value ($000) $281 Shares 2,104 Est. Cost $138.91 Unrealized -0.8%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $263 Shares 1,676 Est. Cost $137.30 Unrealized -1.3%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $261 Shares 1,861 Est. Cost $137.27 Unrealized
CIGNA CORPORATION COM 0.3%
Value ($000) $250 Shares 1,471 Est. Cost $197.89 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $246 Shares 6,772 Est. Cost $24.01 Unrealized +1.2%
V VISA INC COM CL A 0.2%
Value ($000) $246 Shares 1,858 Est. Cost $108.87 Unrealized +12.1%
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.2%
Value ($000) $210 Shares 3,936 Est. Cost $53.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $206 Shares 1,101 Est. Cost $189.88 Unrealized +2.7%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $204 Shares 120 Est. Cost $55.02 Unrealized +44.3%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $190 Shares 643 Est. Cost $256.11 Unrealized +2.5%
NFLX NETFLIX INC COM 0.2%
Value ($000) $177 Shares 452 Est. Cost $19.26 Unrealized +77.0%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $174 Shares 3,069 Est. Cost $36.64 Unrealized -12.1%
DOWDUPONT INC COM 0.2%
Value ($000) $173 Shares 2,631 Est. Cost $71.31 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value ($000) $167 Shares 1,114 Est. Cost $140.75 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.2%
Value ($000) $150 Shares 1,326 Est. Cost $110.98 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $144 Shares 865 Est. Cost $33.12 Unrealized +0.9%
MMM 3M CO COM 0.1%
Value ($000) $137 Shares 698 Est. Cost $135.00 Unrealized -3.6%
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.1%
Value ($000) $130 Shares 1,251 Est. Cost $103.82 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $127 Shares 1,712 Est. Cost $71.95 Unrealized +0.9%
VRSN VERISIGN INC COM 0.1%
Value ($000) $125 Shares 913 Est. Cost $126.22 Unrealized +0.7%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $124 Shares 1,819 Est. Cost $59.52 Unrealized +0.6%
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.1%
Value ($000) $123 Shares 3,628 Est. Cost $34.61 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $122 Shares 753 Est. Cost $156.40 Unrealized
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $122 Shares 2,374 Est. Cost $45.07 Unrealized
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $121 Shares 1,225 Est. Cost $85.09 Unrealized +1.0%
ECL ECOLAB INC COM 0.1%
Value ($000) $120 Shares 858 Est. Cost $131.14 Unrealized +1.3%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $118 Shares 1,447 Est. Cost $72.38 Unrealized +0.4%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $116 Shares 104 Est. Cost $50.52 Unrealized +6.2%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $116 Shares 1,773 Est. Cost $60.54 Unrealized +0.7%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $115 Shares 4,151 Est. Cost $20.92 Unrealized -0.2%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $115 Shares 739 Est. Cost $135.10 Unrealized +0.4%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $114 Shares 1,764 Est. Cost $48.71 Unrealized +0.1%
CSX CSX CORP COM 0.1%
Value ($000) $113 Shares 1,766 Est. Cost $15.87 Unrealized +17.2%
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $112 Shares 1,392 Est. Cost $29.80 Unrealized +0.2%
LDOS LEIDOS HLDGS INC COM 0.1%
Value ($000) $112 Shares 1,905 Est. Cost $55.81 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $112 Shares 1,281 Est. Cost $20.26 Unrealized -0.2%
HDB HDFC BANK LTD ADR REPS 3 SHS 0.1%
Value ($000) $109 Shares 1,037 Est. Cost $101.25 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $109 Shares 1,859 Est. Cost $44.14 Unrealized -0.1%
NUVEEN AMT FREE MUN CR INC FD COM 0.1%
Value ($000) $109 Shares 7,460 Est. Cost $15.42 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $108 Shares 1,023 Est. Cost $79.86 Unrealized -0.6%
CGNX COGNEX CORP COM 0.1%
Value ($000) $107 Shares 2,400 Est. Cost $55.17 Unrealized -19.8%
L LOEWS CORP COM 0.1%
Value ($000) $105 Shares 2,176 Est. Cost $48.66 Unrealized -0.0%
TORCHMARK CORP COM 0.1%
Value ($000) $105 Shares 1,287 Est. Cost $81.97 Unrealized
CBOE CBOE GLOBAL MARKETS INC COM 0.1%
Value ($000) $104 Shares 999 Est. Cost $96.54 Unrealized -1.0%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $103 Shares 2,441 Est. Cost $37.69 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.1%
Value ($000) $99 Shares 2,455 Est. Cost $35.35 Unrealized
SAIC SCIENCE APPLICATNS INTL CP NEW COM 0.1%
Value ($000) $98 Shares 1,217 Est. Cost $84.93 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $97 Shares 316 Est. Cost $291.71 Unrealized -0.1%
MRK MERCK & CO INC COM 0.1%
Value ($000) $95 Shares 1,570 Est. Cost $43.00 Unrealized +3.5%
TOTAL S A SPONSORED ADR 0.1%
Value ($000) $94 Shares 1,552 Est. Cost $55.41 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $94 Shares 696 Est. Cost $104.65 Unrealized +6.6%
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.1%
Value ($000) $93 Shares 721 Est. Cost $127.60 Unrealized
SAP SAP SE SPON ADR 0.1%
Value ($000) $92 Shares 793 Est. Cost $112.23 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.1%
Value ($000) $91 Shares 1,928 Est. Cost $51.87 Unrealized
FS INVT CORP COM 0.1%
Value ($000) $91 Shares 12,346 Est. Cost $7.29 Unrealized
SENIOR HSG PPTYS TR SH BEN INT 0.1%
Value ($000) $88 Shares 4,847 Est. Cost $18.31 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.1%
Value ($000) $87 Shares 2,378 Est. Cost $39.53 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $86 Shares 467 Est. Cost $138.21 Unrealized +1.5%
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.1%
Value ($000) $85 Shares 2,086 Est. Cost $31.64 Unrealized +0.2%
SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.1%
Value ($000) $83 Shares 3,045 Est. Cost $27.56 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $83 Shares 822 Est. Cost $97.58 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $82 Shares 503 Est. Cost $158.19 Unrealized
RMR RMR GROUP INC CL A 0.1%
Value ($000) $80 Shares 1,026 Est. Cost $34.20 Unrealized +21.4%
CHINA MOBILE LIMITED SPONSORED ADR 0.1%
Value ($000) $79 Shares 1,778 Est. Cost $50.63 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $77 Shares 1,427 Est. Cost $38.22 Unrealized +3.8%
UBS UBS GROUP AG SHS 0.1%
Value ($000) $76 Shares 4,953 Est. Cost $17.38 Unrealized -6.4%
PWV INVESCO DYNAMIC LARGE CAP VALUE ETF 0.1%
Value ($000) $75 Shares 2,097 Est. Cost $35.77 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $74 Shares 760 Est. Cost $108.60 Unrealized -8.8%
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $73 Shares 3,365 Est. Cost $26.75 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $68 Shares 507 Est. Cost $99.41 Unrealized +8.4%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $68 Shares 862 Est. Cost $81.55 Unrealized
BAC BANK AMER CORP COM 0.1%
Value ($000) $67 Shares 2,392 Est. Cost $22.78 Unrealized +9.1%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $66 Shares 743 Est. Cost $88.83 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $66 Shares 987 Est. Cost $51.22 Unrealized +7.5%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $64 Shares 2,310 Est. Cost $28.59 Unrealized
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $63 Shares 672 Est. Cost $92.26 Unrealized
PCY INVESCO EXCHNG TRADED FD TR II EMRNG MKT SVRG 0.1%
Value ($000) $62 Shares 2,355 Est. Cost $26.33 Unrealized
DISCOVER FINL SVCS COM 0.1%
Value ($000) $58 Shares 825 Est. Cost $76.92 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $56 Shares 2,024 Est. Cost $26.43 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $56 Shares 412 Est. Cost $107.52 Unrealized -8.0%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $56 Shares 1,114 Est. Cost $31.96 Unrealized +0.8%
SELECT INCOME REIT COM SH BEN INT 0.1%
Value ($000) $56 Shares 2,492 Est. Cost $23.57 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $56 Shares 803 Est. Cost $47.48 Unrealized +26.4%
KEP KOREA ELECTRIC PWR SPONSORED ADR 0.1%
Value ($000) $54 Shares 3,766 Est. Cost $17.79 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $52 Shares 2,251 Est. Cost $23.10 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $49 Shares 524 Est. Cost $66.89 Unrealized +5.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $49 Shares 511 Est. Cost $86.96 Unrealized -6.2%
GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $48 Shares 3,041 Est. Cost $17.22 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $48 Shares 1,432 Est. Cost $54.47 Unrealized
AETNA INC NEW COM 0.0%
Value ($000) $45 Shares 245 Est. Cost $180.27 Unrealized
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $45 Shares 185 Est. Cost $203.33 Unrealized +16.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $38 Shares 275 Est. Cost $102.11 Unrealized -2.1%
BB&T CORP COM 0.0%
Value ($000) $37 Shares 743 Est. Cost $51.09 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $34 Shares 304 Est. Cost $69.29 Unrealized +20.0%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $34 Shares 140 Est. Cost $235.71 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $32 Shares 1,130 Est. Cost $24.88 Unrealized -20.7%
ROCKWELL COLLINS INC COM 0.0%
Value ($000) $32 Shares 238 Est. Cost $134.45 Unrealized
IGHG PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED 0.0%
Value ($000) $32 Shares 436 Est. Cost $77.26 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $32 Shares 288 Est. Cost $111.11 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $32 Shares 439 Est. Cost $75.17 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $31 Shares 295 Est. Cost $109.35 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $31 Shares 687 Est. Cost $40.85 Unrealized +10.9%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $31 Shares 315 Est. Cost $99.95 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $31 Shares 225 Est. Cost $136.87 Unrealized -10.5%
ABT ABBOTT LABS COM 0.0%
Value ($000) $30 Shares 485 Est. Cost $52.85 Unrealized +0.6%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $30 Shares 125 Est. Cost $4.91 Unrealized +22.5%
CELGENE CORP COM 0.0%
Value ($000) $29 Shares 370 Est. Cost $103.20 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $29 Shares 660 Est. Cost $35.63 Unrealized -4.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $29 Shares 416 Est. Cost $58.82 Unrealized -0.3%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $28 Shares 842 Est. Cost $34.03 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $28 Shares 539 Est. Cost $53.80 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $28 Shares 338 Est. Cost $87.90 Unrealized
HSBC HLDGS PLC ADR A 1/40PF A 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $26.00 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $27 Shares 205 Est. Cost $138.31 Unrealized -11.4%
VIACOM INC NEW CL B 0.0%
Value ($000) $26 Shares 878 Est. Cost $30.63 Unrealized
RJF RAYMOND JAMES FINANCIAL INC COM 0.0%
Value ($000) $25 Shares 276 Est. Cost $50.88 Unrealized +8.3%
PFF ISHARES U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $25 Shares 669 Est. Cost $37.37 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $24 Shares 426 Est. Cost $55.25 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
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $32.00 Unrealized
M MACYS INC COM 0.0%
Value ($000) $24 Shares 651 Est. Cost $21.94 Unrealized +52.8%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $23 Shares 352 Est. Cost $68.18 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $22 Shares 403 Est. Cost $42.65 Unrealized +4.5%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $22 Shares 1,673 Est. Cost $13.75 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $22 Shares 1,690 Est. Cost $14.20 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $22 Shares 366 Est. Cost $71.24 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $21 Shares 62 Est. Cost $21.75 Unrealized -6.6%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $21 Shares 450 Est. Cost $38.57 Unrealized -8.1%
PJP INVESCO DYNAMIC PHARMACEUTICALS ETF 0.0%
Value ($000) $21 Shares 317 Est. Cost $66.25 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $20 Shares 442 Est. Cost $38.39 Unrealized -4.5%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.00 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $20 Shares 72 Est. Cost $263.89 Unrealized
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $20 Shares 479 Est. Cost $39.73 Unrealized -3.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $19 Shares 153 Est. Cost $129.55 Unrealized -10.1%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $19 Shares 2,784 Est. Cost $5.39 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $19 Shares 240 Est. Cost $68.23 Unrealized +6.4%
T AT&T INC COM 0.0%
Value ($000) $19 Shares 606 Est. Cost $15.25 Unrealized -4.7%
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 0.0%
Value ($000) $19 Shares 735 Est. Cost $25.85 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $18 Shares 196 Est. Cost $81.75 Unrealized -2.6%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $16 Shares 250 Est. Cost $56.24 Unrealized -8.1%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $15 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
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $15 Shares 276 Est. Cost $45.09 Unrealized -3.9%
LRGF ISHARES EDGE MSCI MULTIFACTOR USA ETF 0.0%
Value ($000) $14 Shares 445 Est. Cost $31.46 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $14 Shares 126 Est. Cost $86.51 Unrealized +17.6%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $14 Shares 428 Est. Cost $30.68 Unrealized -12.5%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $14 Shares 278 Est. Cost $43.82 Unrealized +13.4%
CNX CNX RESOURCES CORPORATION COM 0.0%
Value ($000) $14 Shares 762 Est. Cost $13.81 Unrealized +16.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $14 Shares 341 Est. Cost $34.48 Unrealized -3.3%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $13 Shares 119 Est. Cost $81.15 Unrealized +9.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $13 Shares 147 Est. Cost $22.22 Unrealized +20.3%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 43 Est. Cost $244.69 Unrealized +7.8%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $12 Shares 172 Est. Cost $51.48 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $12 Shares 119 Est. Cost $85.24 Unrealized +3.9%
FIAT CHRYSLER AUTOMOBILES N V SHS 0.0%
Value ($000) $12 Shares 651 Est. Cost $18.43 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $12 Shares 153 Est. Cost $44.30 Unrealized +4.5%
MSA MSA SAFETY INC COM 0.0%
Value ($000) $11 Shares 117 Est. Cost $79.81 Unrealized +13.2%
EQT EQT CORP COM 0.0%
Value ($000) $11 Shares 192 Est. Cost $30.25 Unrealized -14.8%
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 -0.9%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $11 Shares 232 Est. Cost $32.34 Unrealized +10.9%
AON PLC SHS CL A 0.0%
Value ($000) $11 Shares 77 Est. Cost $129.87 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $10 Shares 379 Est. Cost $20.38 Unrealized -6.2%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $10 Shares 122 Est. Cost $63.49 Unrealized -9.9%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $10 Shares 405 Est. Cost $24.69 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $10 Shares 151 Est. Cost $56.42 Unrealized -17.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $10 Shares 126 Est. Cost $62.65 Unrealized -9.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $9 Shares 618 Est. Cost $9.77 Unrealized +8.6%
RACE FERRARI N V COM 0.0%
Value ($000) $9 Shares 65 Est. Cost $111.18 Unrealized +18.2%
FIVE STAR SENIOR LIVING INC COM 0.0%
Value ($000) $9 Shares 5,940 Est. Cost $1.52 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $9 Shares 634 Est. Cost $15.67 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $8 Shares 28 Est. Cost $205.77 Unrealized +23.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $7 Shares 86 Est. Cost $72.14 Unrealized +10.2%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $7 Shares 98 Est. Cost $50.90 Unrealized +11.8%
KAMAN CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.00 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $7 Shares 184 Est. Cost $23.31 Unrealized -15.1%
FHI FEDERATED INVS INC PA CL B 0.0%
Value ($000) $7 Shares 280 Est. Cost $22.59 Unrealized -16.1%
FDX FEDEX CORP COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $199.05 Unrealized +8.7%
MTB M & T BK CORP COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $129.92 Unrealized +8.9%
CDK GLOBAL INC COM 0.0%
Value ($000) $6 Shares 87 Est. Cost $68.97 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $46.46 Unrealized -12.5%
TWENTY FIRST CENTY FOX INC CL B 0.0%
Value ($000) $6 Shares 125 Est. Cost $32.00 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $5 Shares 86 Est. Cost $48.04 Unrealized +4.1%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $5 Shares 108 Est. Cost $37.04 Unrealized
MKL MARKEL CORP COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $1093.18 Unrealized +3.3%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $5 Shares 48 Est. Cost $86.27 Unrealized -2.9%
STBA S & T BANCORP INC COM 0.0%
Value ($000) $4 Shares 101 Est. Cost $40.68 Unrealized +7.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $4 Shares 47 Est. Cost $75.72 Unrealized -5.5%
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value ($000) $4 Shares 47 Est. Cost $85.11 Unrealized
CONSOL ENERGY INC NEW COM 0.0%
Value ($000) $4 Shares 94 Est. Cost $42.55 Unrealized
STKL SUNOPTA INC COM 0.0%
Value ($000) $3 Shares 352 Est. Cost $8.34 Unrealized -9.3%
QURATE RETAIL INC 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 -11.3%
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $3 Shares 188 Est. Cost $10.64 Unrealized
EAT BRINKER INTL INC COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $31.54 Unrealized +31.0%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $26.67 Unrealized
RITE AID CORP COM 0.0%
Value ($000) $2 Shares 1,024 Est. Cost $1.95 Unrealized
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $57.14 Unrealized -9.4%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $18.59 Unrealized -7.1%
AQUA AMERICA INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
LOGMEIN INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $130.43 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $2 Shares 165 Est. Cost $11.69 Unrealized +8.8%
CITRIX SYS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
TWITTER INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $1 Shares 70 Est. Cost $12.90 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $1 Shares 86 Est. Cost $11.63 Unrealized
UNITED STATES NATURAL GAS FUND, LP 0.0%
Value ($000) $1 Shares 55 Est. Cost $4.55 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $1 Shares 132 Est. Cost $8.87 Unrealized -37.2%
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
SEQUENTIAL BRNDS GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 433 Est. Cost $2.31 Unrealized
LENDINGCLUB CORP COM 0.0%
Value ($000) $0 Shares 83 Est. Cost Unrealized
RRC RANGE RES CORP COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $17.99 Unrealized -15.9%
WPX ENERGY INC COM 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
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
GENIUS BRANDS INTL INC COM PAR 0.0%
Value ($000) $0 Shares 147 Est. Cost Unrealized
GERN GERON CORP COM 0.0%
Value ($000) $0 Shares 76 Est. Cost $2.02 Unrealized +89.0%
CENTURYLINK INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $16.60 Unrealized
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $0 Shares 31 Est. Cost $13.98 Unrealized +6.0%
NEURALSTEM INC COM NEW 0.0%
Value ($000) $0 Shares 246 Est. Cost Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.12 Unrealized -12.4%
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized