PIMCO 15+ Year U.S. TIPS Index Fund
(LTPZ)
|
7.9 |
$20M |
|
285k |
70.05 |
Vanguard Extended Duration ETF
(EDV)
|
5.8 |
$15M |
|
121k |
122.10 |
Schwab Emerging Markets Equity ETF
(SCHE)
|
5.8 |
$15M |
|
518k |
28.21 |
Schwab U S Broad Market ETF
(SCHB)
|
5.2 |
$13M |
|
203k |
65.05 |
Spdr Index Shs Fds s^p global nat res
(GNR)
|
4.9 |
$12M |
|
250k |
49.51 |
Wisdomtree Tr intl hedge eqt
(HEDJ)
|
4.8 |
$12M |
|
188k |
64.47 |
Vaneck Vectors Etf Tr
(HYEM)
|
4.6 |
$12M |
|
472k |
24.80 |
Vanguard Long Term Corporate Bond ETF
(VCLT)
|
3.8 |
$9.6M |
|
99k |
96.82 |
Ishares Inc core msci emkt
(IEMG)
|
3.7 |
$9.5M |
|
165k |
57.41 |
Vanguard Total Stock Market ETF
(VTI)
|
3.2 |
$8.0M |
|
58k |
137.25 |
Schwab Value Adv Inst Prime Sh other assets
(SNAXX)
|
3.2 |
$8.0M |
|
8.0M |
1.00 |
iShares MSCI Emerging Markets Indx
(EEM)
|
3.0 |
$7.7M |
|
162k |
47.67 |
Schwab U S Small Cap ETF
(SCHA)
|
2.9 |
$7.3M |
|
103k |
70.31 |
Dbx Etf Tr ex us hdg eqty
(DBAW)
|
2.5 |
$6.4M |
|
227k |
28.06 |
ETFS Gold Trust
|
2.5 |
$6.2M |
|
49k |
127.03 |
Wmte Japan Hd Sml
(DXJS)
|
2.0 |
$5.2M |
|
112k |
46.43 |
Schwab Strategic Tr us dividend eq
(SCHD)
|
2.0 |
$5.1M |
|
99k |
51.45 |
Wisdomtree Tr eur hdg smlcap
(EUSC)
|
1.9 |
$4.9M |
|
158k |
31.33 |
Direxion Shs Etf Tr Daily 20+
|
1.9 |
$4.7M |
|
266k |
17.63 |
SPDR KBW Bank
(KBE)
|
1.5 |
$3.8M |
|
80k |
47.34 |
Ishares Msci Global Metals & etp
(PICK)
|
1.3 |
$3.2M |
|
92k |
34.99 |
Ishares Inc msci india index
(INDA)
|
1.1 |
$2.9M |
|
81k |
36.07 |
Powershares Etf Trust Ii glbl st hi yld
|
1.0 |
$2.4M |
|
101k |
24.06 |
Fidelity msci energy idx
(FENY)
|
0.9 |
$2.4M |
|
120k |
20.05 |
Capital One Financial
(COF)
|
0.7 |
$1.9M |
|
19k |
99.59 |
Jpm Em Local Currency Bond Etf
|
0.7 |
$1.8M |
|
94k |
19.18 |
iShares S&P MidCap 400 Value Index
(IJJ)
|
0.7 |
$1.7M |
|
11k |
160.13 |
Powershares Senior Loan Portfo mf
|
0.7 |
$1.6M |
|
71k |
23.27 |
Apple
(AAPL)
|
0.6 |
$1.6M |
|
9.4k |
169.25 |
Amazon
(AMZN)
|
0.5 |
$1.4M |
|
1.2k |
1169.36 |
Vanguard Dividend Appreciation ETF
(VIG)
|
0.5 |
$1.3M |
|
13k |
102.01 |
Ishares Inc emrgmkt dividx
(DVYE)
|
0.5 |
$1.2M |
|
29k |
41.84 |
Ishares Msci Global Gold Min etp
(RING)
|
0.5 |
$1.2M |
|
60k |
19.59 |
IBERIABANK Corporation
|
0.4 |
$986k |
|
13k |
77.86 |
Vanguard Whitehall Fds Inc emerg mkt bd etf
(VWOB)
|
0.3 |
$897k |
|
11k |
81.07 |
SPDR Barclays Capital High Yield B
|
0.3 |
$845k |
|
23k |
37.09 |
Schwab Strategic Tr us aggregate b
(SCHZ)
|
0.3 |
$816k |
|
16k |
52.12 |
Mortgage Reit Index real
(REM)
|
0.3 |
$801k |
|
18k |
45.66 |
Vanguard Small-Cap Value ETF
(VBR)
|
0.3 |
$743k |
|
5.6k |
132.77 |
Proshares Ultrashort 20+y Tr etf
(TBT)
|
0.3 |
$728k |
|
19k |
38.72 |
SPDR S&P Dividend
(SDY)
|
0.3 |
$704k |
|
7.5k |
94.50 |
PowerShares DWA Devld Markt Tech
|
0.3 |
$675k |
|
24k |
27.63 |
Rydex Russell Top 50 ETF
|
0.2 |
$623k |
|
3.3k |
189.88 |
SPDR S&P Emerging Markets Small Cap
(EWX)
|
0.2 |
$621k |
|
12k |
52.00 |
Powershares Exchange
|
0.2 |
$638k |
|
14k |
45.41 |
iShares iBoxx $ High Yid Corp Bond
(HYG)
|
0.2 |
$620k |
|
7.1k |
87.23 |
Vanguard REIT ETF
(VNQ)
|
0.2 |
$612k |
|
7.4k |
82.94 |
First Tr Exchange Traded Fd dorsey wright
(IFV)
|
0.2 |
$606k |
|
27k |
22.24 |
SPDR S&P Biotech
(XBI)
|
0.2 |
$575k |
|
6.8k |
85.16 |
L Brands
|
0.2 |
$584k |
|
9.7k |
60.21 |
Spdr Series Trust equity
(IBND)
|
0.2 |
$547k |
|
16k |
35.33 |
Schwab Govt Money Fund mf
(SWGXX)
|
0.2 |
$557k |
|
557k |
1.00 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$521k |
|
4.9k |
106.96 |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF
(EMB)
|
0.2 |
$533k |
|
4.6k |
116.15 |
Vanguard Mun Bd Fd Inc tax-exempt bd
(VTEB)
|
0.2 |
$522k |
|
10k |
51.70 |
Schwab Inflation Protected Fun mutual funds
(SWRSX)
|
0.2 |
$506k |
|
46k |
11.06 |
Square Inc cl a
(SQ)
|
0.2 |
$518k |
|
15k |
34.67 |
Berkshire Hathaway
(BRK.B)
|
0.2 |
$484k |
|
2.4k |
198.28 |
iShares S&P US Pref Stock Idx Fnd
(PFF)
|
0.2 |
$480k |
|
13k |
38.09 |
Microsoft Corporation
(MSFT)
|
0.2 |
$458k |
|
5.4k |
85.54 |
Schwab S&p 500 Select
(SWPPX)
|
0.2 |
$452k |
|
11k |
41.21 |
Vanguard Sml Cap Gwth Index Tr
(VISGX)
|
0.2 |
$459k |
|
10k |
45.24 |
Mann & Nap Pro Blnd Ext-r2 mf
|
0.2 |
$461k |
|
46k |
10.09 |
Schwab Advisor Cash Rsrv-psw mf
|
0.2 |
$460k |
|
460k |
1.00 |
Johnson & Johnson
(JNJ)
|
0.2 |
$426k |
|
3.0k |
139.81 |
Proshares Tr ultr 7-10 trea
(UST)
|
0.2 |
$426k |
|
7.4k |
57.56 |
Dfa Us Core Equity 2
(DFQTX)
|
0.2 |
$424k |
|
20k |
21.56 |
Ishares Tr cur hdg ms emu
(HEZU)
|
0.2 |
$419k |
|
14k |
29.97 |
Wynn Resorts
(WYNN)
|
0.2 |
$409k |
|
2.4k |
168.45 |
iShares Barclays TIPS Bond Fund
(TIP)
|
0.1 |
$382k |
|
3.4k |
114.03 |
WisdomTree Japan Total Dividend
(DXJ)
|
0.1 |
$392k |
|
6.6k |
59.36 |
Alphabet Inc Class A cs
(GOOGL)
|
0.1 |
$383k |
|
364.00 |
1052.20 |
Schwab International Index
(SWISX)
|
0.1 |
$347k |
|
17k |
20.90 |
Schwab Strategic Tr 0
(SCHP)
|
0.1 |
$345k |
|
6.0k |
57.65 |
Home Depot
(HD)
|
0.1 |
$334k |
|
1.8k |
189.56 |
Nextera Energy
(NEE)
|
0.1 |
$334k |
|
2.1k |
155.93 |
iShares Russell 2000 Index
(IWM)
|
0.1 |
$320k |
|
2.1k |
152.53 |
Vanguard Sht Term Govt Bond ETF
(VGSH)
|
0.1 |
$320k |
|
5.3k |
60.23 |
Goldman Sachs Commodity Fund
|
0.1 |
$334k |
|
29k |
11.63 |
Phillips 66
(PSX)
|
0.1 |
$336k |
|
3.3k |
101.08 |
Global X Fds glbl x mlp etf
|
0.1 |
$337k |
|
30k |
11.22 |
Jpmorgan Equity Income-a open-end fund
|
0.1 |
$330k |
|
19k |
17.10 |
Jack Henry & Associates
(JKHY)
|
0.1 |
$300k |
|
2.6k |
117.14 |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
(SUB)
|
0.1 |
$314k |
|
3.0k |
104.98 |
PowerShares Emerging Markets Sovere
|
0.1 |
$296k |
|
10k |
29.50 |
Vanguard Mortgage Bkd Sects ETF
(VMBS)
|
0.1 |
$292k |
|
5.6k |
52.43 |
Ishares High Dividend Equity F
(HDV)
|
0.1 |
$297k |
|
3.3k |
90.19 |
Mgd Mlp & Pipeline In M utual fund
(TORIX)
|
0.1 |
$301k |
|
22k |
13.49 |
Cisco Systems
(CSCO)
|
0.1 |
$284k |
|
7.4k |
38.36 |
iShares Barclays 20+ Yr Treas.Bond
(TLT)
|
0.1 |
$266k |
|
2.0k |
131.36 |
VANGUARD INTL EQUITY Index Fd mf
(VEIEX)
|
0.1 |
$285k |
|
9.8k |
29.08 |
Abbvie
(ABBV)
|
0.1 |
$269k |
|
2.8k |
96.73 |
Ishares Tr core div grwth
(DGRO)
|
0.1 |
$289k |
|
8.3k |
34.74 |
Schwab Municipal Money-swp mf
|
0.1 |
$268k |
|
268k |
1.00 |
Wal-Mart Stores
(WMT)
|
0.1 |
$263k |
|
2.6k |
99.32 |
SPDR Gold Trust
(GLD)
|
0.1 |
$244k |
|
2.0k |
123.48 |
Vanguard Europe Pacific ETF
(VEA)
|
0.1 |
$242k |
|
5.4k |
44.77 |
Vanguard Growth ETF
(VUG)
|
0.1 |
$244k |
|
1.7k |
140.55 |
Vanguard Fixed Income Secs
(VWEHX)
|
0.1 |
$259k |
|
44k |
5.93 |
Pimco Etf Tr 25yr+ zero u s
(ZROZ)
|
0.1 |
$251k |
|
2.1k |
122.26 |
Vanguard Long Term Govt Bd Index Adm mf
(VLGSX)
|
0.1 |
$264k |
|
10k |
26.25 |
BlackRock
(BLK)
|
0.1 |
$228k |
|
444.00 |
513.51 |
PowerShares QQQ Trust, Series 1
|
0.1 |
$227k |
|
1.5k |
156.01 |
PowerShares India Portfolio
|
0.1 |
$218k |
|
8.3k |
26.42 |
Vanguard Health Care ETF
(VHT)
|
0.1 |
$218k |
|
1.4k |
154.17 |
iShares Dow Jones US Technology
(IYW)
|
0.1 |
$228k |
|
1.4k |
162.39 |
Schwab International Equity ETF
(SCHF)
|
0.1 |
$238k |
|
7.0k |
34.05 |
Facebook Inc cl a
(META)
|
0.1 |
$226k |
|
1.3k |
176.42 |
City Natl Rochdale Em Mkt-y mf
|
0.1 |
$240k |
|
4.6k |
52.17 |
Melco Crown Entertainment
(MLCO)
|
0.1 |
$198k |
|
6.8k |
28.99 |
First Financial Ban
(FFBC)
|
0.1 |
$198k |
|
7.5k |
26.58 |
Republic Services
(RSG)
|
0.1 |
$201k |
|
3.0k |
68.11 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$199k |
|
621.00 |
320.45 |
UnitedHealth
(UNH)
|
0.1 |
$192k |
|
870.00 |
220.69 |
Visa
(V)
|
0.1 |
$210k |
|
1.8k |
113.82 |
Under Armour
(UAA)
|
0.1 |
$193k |
|
14k |
14.08 |
WesBan
(WSBC)
|
0.1 |
$208k |
|
5.1k |
40.82 |
TWEEDY BROWNE GLOBAL Value Fund fund
(TBGVX)
|
0.1 |
$192k |
|
6.8k |
28.42 |
Vanguard Small-Cap ETF
(VB)
|
0.1 |
$194k |
|
1.3k |
147.75 |
Vanguard Extended Market Index
|
0.1 |
$190k |
|
2.2k |
84.90 |
First Trust Global Tactical etp
(FTGC)
|
0.1 |
$209k |
|
10k |
20.67 |
Sprott Physical Gold & S
(CEF)
|
0.1 |
$214k |
|
16k |
13.38 |
Mann & Nap Pro Blnd Con-r2 mf
|
0.1 |
$210k |
|
21k |
9.95 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$170k |
|
912.00 |
186.40 |
McDonald's Corporation
(MCD)
|
0.1 |
$169k |
|
981.00 |
172.27 |
Spdr S&p 500 Etf
(SPY)
|
0.1 |
$167k |
|
624.00 |
267.63 |
At&t
(T)
|
0.1 |
$165k |
|
4.3k |
38.79 |
Honeywell International
(HON)
|
0.1 |
$178k |
|
1.2k |
153.05 |
Pepsi
(PEP)
|
0.1 |
$175k |
|
1.5k |
120.52 |
American Water Works
(AWK)
|
0.1 |
$184k |
|
2.0k |
91.63 |
Vanguard Emerging Markets ETF
(VWO)
|
0.1 |
$184k |
|
4.0k |
45.93 |
Lord Abbett Shrt Dur Inc I F mf
(LLDYX)
|
0.1 |
$181k |
|
43k |
4.24 |
Medtronic
(MDT)
|
0.1 |
$168k |
|
2.1k |
81.00 |
Alphabet Inc Class C cs
(GOOG)
|
0.1 |
$183k |
|
175.00 |
1045.71 |
Schwab Charles Family Fds short term inve
|
0.1 |
$171k |
|
171k |
1.00 |
Vaneck Vectors Etf Tr High Yld Mun Etf
|
0.1 |
$174k |
|
5.5k |
31.36 |
Schwab Money Market Fund mf
|
0.1 |
$169k |
|
169k |
1.00 |
Coca-Cola Company
(KO)
|
0.1 |
$142k |
|
3.1k |
45.92 |
Raytheon Company
|
0.1 |
$147k |
|
780.00 |
188.46 |
Gilead Sciences
(GILD)
|
0.1 |
$159k |
|
2.2k |
71.75 |
Accenture
(ACN)
|
0.1 |
$150k |
|
977.00 |
153.53 |
Direxion Shs Etf Tr cmn
|
0.1 |
$149k |
|
6.8k |
22.04 |
Metropolitan West Low Duration M
|
0.1 |
$161k |
|
19k |
8.69 |
Mann & Nap Pro Blnd Mod-r2 mf
|
0.1 |
$163k |
|
16k |
10.18 |
City Natl Roch Muni High-n mf
|
0.1 |
$149k |
|
14k |
10.85 |
Waste Management
(WM)
|
0.1 |
$129k |
|
1.5k |
86.17 |
Walt Disney Company
(DIS)
|
0.1 |
$118k |
|
1.1k |
108.86 |
United Parcel Service
(UPS)
|
0.1 |
$119k |
|
997.00 |
119.36 |
3M Company
(MMM)
|
0.1 |
$139k |
|
593.00 |
234.40 |
Carnival Corporation
(CCL)
|
0.1 |
$137k |
|
2.1k |
66.25 |
Digital Realty Trust
(DLR)
|
0.1 |
$136k |
|
1.2k |
114.77 |
Verizon Communications
(VZ)
|
0.1 |
$136k |
|
2.6k |
52.75 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$129k |
|
1.2k |
104.79 |
iShares Russell 1000 Value Index
(IWD)
|
0.1 |
$126k |
|
1.0k |
124.14 |
Royal Gold
(RGLD)
|
0.1 |
$115k |
|
1.4k |
82.14 |
TC Pipelines
|
0.1 |
$122k |
|
2.3k |
52.93 |
iShares Russell 1000 Growth Index
(IWF)
|
0.1 |
$125k |
|
925.00 |
135.14 |
Utilities SPDR
(XLU)
|
0.1 |
$128k |
|
2.4k |
52.59 |
Direxion Daily Small Cp Bull 3X
(TNA)
|
0.1 |
$116k |
|
1.7k |
70.22 |
iShares Russell Midcap Growth Idx.
(IWP)
|
0.1 |
$131k |
|
1.1k |
120.29 |
Fidelity Contra
(FCNTX)
|
0.1 |
$139k |
|
1.1k |
122.57 |
Schwab Total Stock Mrkt Ind-se
(SWTSX)
|
0.1 |
$130k |
|
2.8k |
47.24 |
Domini Social Invt Tr Equity F
(DSEFX)
|
0.1 |
$118k |
|
2.5k |
47.03 |
Diamond Hill Long Short - Cl A etf
|
0.1 |
$135k |
|
5.2k |
25.74 |
Eaton Vance Mut Fds Tr Flt sh ben int
|
0.1 |
$131k |
|
12k |
10.91 |
T Rowe Price Blue Chip Growth
(TRBCX)
|
0.1 |
$138k |
|
1.4k |
96.03 |
Central Fed
|
0.1 |
$138k |
|
50k |
2.76 |
Dfa U.s. Vector Equity Port Fd fund
(DFVEX)
|
0.1 |
$114k |
|
5.9k |
19.23 |
Gabelli Small Cap Growth Fund
|
0.1 |
$131k |
|
2.3k |
57.89 |
Schwab Cap Tr Target mutual
(SWCRX)
|
0.1 |
$117k |
|
8.2k |
14.22 |
Reality Shs Etf Tr divcn ldrs etf
|
0.1 |
$125k |
|
3.9k |
31.90 |
M&T Bank Corporation
(MTB)
|
0.0 |
$102k |
|
598.00 |
170.57 |
Becton, Dickinson and
(BDX)
|
0.0 |
$109k |
|
511.00 |
213.31 |
United Technologies Corporation
|
0.0 |
$103k |
|
807.00 |
127.63 |
Illinois Tool Works
(ITW)
|
0.0 |
$112k |
|
668.00 |
167.66 |
Lowe's Companies
(LOW)
|
0.0 |
$106k |
|
1.1k |
92.58 |
SJW
(SJW)
|
0.0 |
$111k |
|
1.7k |
63.83 |
Sprott Physical Gold Trust
(PHYS)
|
0.0 |
$107k |
|
10k |
10.62 |
Vanguard Mid Cap Index-adm fund
(VIMAX)
|
0.0 |
$102k |
|
530.00 |
192.45 |
Db-x Msci Eafe Currency-hedged
(DBEF)
|
0.0 |
$113k |
|
3.6k |
31.83 |
Schwab Health Care Fund mf
(SWHFX)
|
0.0 |
$111k |
|
4.6k |
24.23 |