Asset Dedication as of June 30, 2016
Portfolio Holdings for Asset Dedication
Asset Dedication holds 486 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab U S Broad Market ETF (SCHB) | 4.2 | $5.6M | 115k | 49.24 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 3.3 | $4.5M | 93k | 48.84 | |
iShares S&P MidCap 400 Value Index (IJJ) | 3.2 | $4.4M | 36k | 123.57 | |
Sch Fnd Intl Lg Etf (FNDF) | 3.2 | $4.4M | 186k | 23.71 | |
iShares S&P 1500 Index Fund (ITOT) | 2.8 | $3.8M | 41k | 93.28 | |
Schwab U S Small Cap ETF (SCHA) | 2.8 | $3.7M | 72k | 51.88 | |
Ishares Inc em mkt min vol (EEMV) | 2.1 | $2.8M | 55k | 51.13 | |
Claymore Exchange Trd Fd Tr gug bull2020 e | 2.0 | $2.8M | 131k | 21.36 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 2.0 | $2.7M | 54k | 50.76 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 2.0 | $2.7M | 128k | 21.04 | |
Gugenheim Bulletshares 2022 Corp Bd | 1.9 | $2.6M | 126k | 21.00 | |
Rydex Etf Trust cmn | 1.8 | $2.5M | 89k | 27.63 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.7 | $2.3M | 44k | 52.99 | |
Claymore Exchange Trd Fd Tr 2023 corp bond | 1.7 | $2.3M | 112k | 20.73 | |
Claymore Exchange-traded Fd gugg crp bd 2016 | 1.6 | $2.2M | 99k | 21.94 | |
Ishares Inc core msci emkt (IEMG) | 1.6 | $2.2M | 52k | 41.35 | |
Vanguard Consumer Staples ETF (VDC) | 1.6 | $2.1M | 16k | 135.31 | |
Vanguard Energy ETF (VDE) | 1.5 | $2.0M | 24k | 85.78 | |
Claymore Exchange-traded Fd gugg crp bd 2017 | 1.5 | $2.0M | 89k | 22.48 | |
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 1.4 | $2.0M | 95k | 20.71 | |
Claymore Exchange Trd Fd Tr 2024 corp bond | 1.4 | $1.9M | 92k | 20.53 | |
Claymore Exchange Trd Fd Tr gug bull2018 e | 1.3 | $1.8M | 85k | 21.04 | |
Schwab Strategic Tr intrm trm (SCHR) | 1.2 | $1.6M | 29k | 55.08 | |
Claymore Exchange Trd Fd Tr gug bull2019 e | 1.2 | $1.6M | 75k | 21.15 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $1.5M | 25k | 59.38 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 1.1 | $1.5M | 15k | 97.78 | |
Walt Disney Company (DIS) | 1.1 | $1.4M | 15k | 99.43 | |
SPDR DJ Wilshire Mid Cap Value (MDYV) | 1.0 | $1.4M | 18k | 80.46 | |
Home Depot (HD) | 1.0 | $1.4M | 10k | 133.35 | |
Amazon (AMZN) | 0.9 | $1.3M | 2.2k | 596.03 | |
Apple (AAPL) | 0.9 | $1.2M | 11k | 109.29 | |
McDonald's Corporation (MCD) | 0.9 | $1.2M | 9.6k | 125.57 | |
Exxon Mobil Corporation (XOM) | 0.9 | $1.2M | 14k | 83.26 | |
Microsoft Corporation (MSFT) | 0.8 | $1.1M | 21k | 54.86 | |
Johnson & Johnson (JNJ) | 0.8 | $1.1M | 10k | 107.67 | |
Boeing Company (BA) | 0.8 | $1.1M | 8.5k | 127.43 | |
3M Company (MMM) | 0.8 | $1.0M | 6.2k | 164.18 | |
Vanguard Financials ETF (VFH) | 0.8 | $1.0M | 22k | 46.33 | |
General Electric Company | 0.7 | $1.0M | 32k | 31.62 | |
Visa (V) | 0.7 | $998k | 13k | 76.65 | |
Intel Corporation (INTC) | 0.7 | $979k | 30k | 32.56 | |
iShares S&P 500 Index (IVV) | 0.7 | $975k | 4.7k | 205.96 | |
Coca-Cola Company (KO) | 0.7 | $913k | 20k | 45.89 | |
Vanguard Small-Cap Value ETF (VBR) | 0.6 | $868k | 8.5k | 102.07 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.6 | $860k | 22k | 40.07 | |
E.I. du Pont de Nemours & Company | 0.6 | $847k | 13k | 63.70 | |
SPDR S&P Emerging Markets Small Cap (EWX) | 0.6 | $812k | 21k | 38.89 | |
Verizon Communications (VZ) | 0.6 | $797k | 15k | 53.64 | |
UnitedHealth (UNH) | 0.6 | $794k | 6.2k | 127.49 | |
Berkshire Hathaway (BRK.B) | 0.6 | $787k | 5.6k | 140.76 | |
Ishares Inc emrgmkt dividx (DVYE) | 0.6 | $757k | 23k | 32.77 | |
Spdr Index Shs Fds em qual mix (QEMM) | 0.6 | $765k | 16k | 49.16 | |
Comcast Corporation (CMCSA) | 0.6 | $744k | 12k | 60.85 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 0.6 | $740k | 26k | 28.93 | |
Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.6 | $740k | 28k | 26.66 | |
Nike (NKE) | 0.5 | $730k | 12k | 61.39 | |
Oracle Corporation (ORCL) | 0.5 | $739k | 18k | 40.47 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $734k | 1.0k | 721.73 | |
At&t (T) | 0.5 | $717k | 18k | 38.86 | |
Merck & Co (MRK) | 0.5 | $719k | 14k | 52.76 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.5 | $713k | 6.3k | 113.05 | |
Pepsi (PEP) | 0.5 | $711k | 7.0k | 100.99 | |
SPDR S&P Dividend (SDY) | 0.5 | $695k | 8.7k | 79.89 | |
Ishares High Dividend Equity F (HDV) | 0.5 | $678k | 8.7k | 78.08 | |
Facebook Inc cl a (META) | 0.5 | $676k | 6.0k | 113.01 | |
Procter & Gamble Company (PG) | 0.5 | $663k | 8.1k | 81.58 | |
Pfizer (PFE) | 0.5 | $657k | 22k | 29.74 | |
Gilead Sciences (GILD) | 0.5 | $646k | 7.1k | 91.42 | |
Bank of America Corporation (BAC) | 0.5 | $634k | 46k | 13.81 | |
American Express Company (AXP) | 0.5 | $607k | 9.9k | 61.48 | |
Chevron Corporation (CVX) | 0.4 | $589k | 6.3k | 94.13 | |
Cisco Systems (CSCO) | 0.4 | $583k | 20k | 28.55 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.4 | $585k | 12k | 49.56 | |
Twenty-first Century Fox | 0.4 | $578k | 21k | 28.06 | |
United Technologies Corporation | 0.4 | $550k | 5.5k | 99.30 | |
Vanguard S&p 500 Etf idx (VOO) | 0.4 | $552k | 2.9k | 188.65 | |
Costco Wholesale Corporation (COST) | 0.4 | $544k | 3.4k | 159.48 | |
Rydex Etf Trust russ2000 eq w | 0.4 | $540k | 14k | 39.75 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.4 | $527k | 3.0k | 176.49 | |
iShares Russell 3000 Index (IWV) | 0.4 | $512k | 4.2k | 120.90 | |
Mondelez Int (MDLZ) | 0.4 | $512k | 13k | 40.52 | |
Wells Fargo & Company (WFC) | 0.4 | $498k | 10k | 48.64 | |
International Business Machines (IBM) | 0.4 | $483k | 3.2k | 149.40 | |
Citigroup (C) | 0.4 | $493k | 12k | 42.93 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $476k | 2.3k | 205.97 | |
Wal-Mart Stores (WMT) | 0.3 | $430k | 6.4k | 67.15 | |
Amgen (AMGN) | 0.3 | $440k | 2.9k | 150.89 | |
Ishares Tr eafe min volat (EFAV) | 0.3 | $404k | 6.1k | 66.18 | |
Ishares S&p Amt-free Municipal | 0.3 | $409k | 16k | 25.71 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $376k | 3.8k | 99.84 | |
iShares 2016 S&P AMT-Free Mun Ser ETF | 0.3 | $386k | 15k | 26.53 | |
Caterpillar (CAT) | 0.3 | $359k | 4.8k | 75.23 | |
Texas Instruments Incorporated (TXN) | 0.2 | $336k | 5.9k | 57.36 | |
Biogen Idec (BIIB) | 0.2 | $323k | 1.2k | 263.03 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $322k | 421.00 | 764.85 | |
Express Scripts Holding | 0.2 | $311k | 4.3k | 72.17 | |
Duke Energy (DUK) | 0.2 | $311k | 3.9k | 80.67 | |
Goldman Sachs (GS) | 0.2 | $301k | 1.8k | 163.14 | |
Schlumberger (SLB) | 0.2 | $300k | 4.1k | 74.06 | |
Ishares Tr 2017 s^p amtfr | 0.2 | $305k | 11k | 27.26 | |
Ishares Tr cmn (GOVT) | 0.2 | $304k | 12k | 25.77 | |
I Shares 2019 Etf | 0.2 | $305k | 12k | 25.62 | |
Abbott Laboratories (ABT) | 0.2 | $286k | 6.8k | 42.16 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $291k | 5.1k | 56.94 | |
Abbvie (ABBV) | 0.2 | $284k | 5.0k | 56.73 | |
C.R. Bard | 0.2 | $277k | 1.4k | 203.38 | |
Qualcomm (QCOM) | 0.2 | $246k | 4.8k | 51.22 | |
Netflix (NFLX) | 0.2 | $245k | 2.3k | 107.88 | |
Colgate-Palmolive Company (CL) | 0.2 | $233k | 3.3k | 70.61 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $235k | 2.1k | 110.69 | |
Ishares Tr core strm usbd (ISTB) | 0.2 | $235k | 2.3k | 100.73 | |
Ishares 2020 Amt-free Muni Bond Etf | 0.2 | $232k | 9.0k | 25.79 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $214k | 6.2k | 34.77 | |
U.S. Bancorp (USB) | 0.1 | $207k | 5.1k | 40.64 | |
iShares MSCI BRIC Index Fund (BKF) | 0.1 | $206k | 7.0k | 29.57 | |
D Ishares (EEMS) | 0.1 | $207k | 5.0k | 41.58 | |
iShares Russell Microcap Index (IWC) | 0.1 | $188k | 2.8k | 66.62 | |
CVS Caremark Corporation (CVS) | 0.1 | $171k | 1.7k | 103.64 | |
Baidu (BIDU) | 0.1 | $174k | 904.00 | 192.48 | |
PowerShares Dynamic Finl Sec Fnd | 0.1 | $181k | 6.0k | 30.30 | |
United Parcel Service (UPS) | 0.1 | $158k | 1.5k | 105.19 | |
McKesson Corporation (MCK) | 0.1 | $163k | 1.0k | 156.88 | |
ConocoPhillips (COP) | 0.1 | $162k | 4.1k | 39.90 | |
Kraft Heinz (KHC) | 0.1 | $162k | 2.1k | 77.47 | |
Altria (MO) | 0.1 | $156k | 2.5k | 62.70 | |
Starbucks Corporation (SBUX) | 0.1 | $143k | 2.4k | 58.87 | |
Phillips 66 (PSX) | 0.1 | $146k | 1.7k | 87.43 | |
Morgan Stanley (MS) | 0.1 | $137k | 5.5k | 25.01 | |
Deere & Company (DE) | 0.1 | $142k | 1.8k | 77.17 | |
Philip Morris International (PM) | 0.1 | $138k | 1.4k | 98.64 | |
Eaton (ETN) | 0.1 | $141k | 2.3k | 62.33 | |
Fidelity msci rl est etf (FREL) | 0.1 | $136k | 5.8k | 23.31 | |
General Mills (GIS) | 0.1 | $124k | 2.0k | 63.14 | |
General Dynamics Corporation (GD) | 0.1 | $126k | 967.00 | 130.30 | |
WisdomTree SmallCap Earnings Fund (EES) | 0.1 | $122k | 1.6k | 76.87 | |
Anthem (ELV) | 0.1 | $125k | 894.00 | 139.82 | |
Time Warner | 0.1 | $109k | 1.5k | 72.23 | |
Celgene Corporation | 0.1 | $108k | 1.1k | 96.95 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.1 | $102k | 825.00 | 123.64 | |
Schwab International Equity ETF (SCHF) | 0.1 | $112k | 4.1k | 27.16 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $99k | 2.9k | 34.24 | |
eBay (EBAY) | 0.1 | $90k | 3.6k | 25.17 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $94k | 958.00 | 98.12 | |
Public Service Enterprise (PEG) | 0.1 | $89k | 1.9k | 46.84 | |
Vanguard Pacific ETF (VPL) | 0.1 | $94k | 1.7k | 55.26 | |
Vanguard European ETF (VGK) | 0.1 | $98k | 2.0k | 48.37 | |
Rydex Etf Trust indls etf | 0.1 | $92k | 1.1k | 87.37 | |
Snap-on Incorporated (SNA) | 0.1 | $81k | 514.00 | 157.59 | |
Lowe's Companies (LOW) | 0.1 | $76k | 1.0k | 76.00 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $78k | 300.00 | 260.00 | |
Spectrum Pharmaceuticals | 0.1 | $80k | 13k | 6.40 | |
Eagle Ban (EGBN) | 0.1 | $83k | 1.7k | 48.14 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $87k | 800.00 | 108.75 | |
Spectra Energy | 0.1 | $63k | 2.0k | 30.79 | |
Emerson Electric (EMR) | 0.1 | $66k | 1.2k | 55.00 | |
Hess (HES) | 0.1 | $63k | 1.2k | 52.50 | |
Honeywell International (HON) | 0.1 | $69k | 616.00 | 112.01 | |
Danaher Corporation (DHR) | 0.1 | $73k | 777.00 | 93.95 | |
Novo Nordisk A/S (NVO) | 0.1 | $70k | 1.3k | 54.18 | |
Kellogg Company (K) | 0.1 | $71k | 936.00 | 75.85 | |
Jones Lang LaSalle Incorporated (JLL) | 0.1 | $73k | 625.00 | 116.80 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $70k | 1.3k | 53.31 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $62k | 510.00 | 121.57 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $74k | 900.00 | 82.22 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $66k | 781.00 | 84.51 | |
iShares Dow Jones US Pharm Indx (IHE) | 0.1 | $73k | 535.00 | 136.45 | |
United Sts Commodity Index F (USCI) | 0.1 | $74k | 1.9k | 39.61 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $67k | 3.8k | 17.50 | |
Chubb (CB) | 0.1 | $72k | 606.00 | 118.81 | |
BP (BP) | 0.0 | $50k | 1.6k | 30.40 | |
Time Warner Cable | 0.0 | $57k | 277.00 | 205.78 | |
Lincoln National Corporation (LNC) | 0.0 | $53k | 1.4k | 38.86 | |
Norfolk Southern (NSC) | 0.0 | $51k | 613.00 | 83.20 | |
Tyson Foods (TSN) | 0.0 | $50k | 750.00 | 66.67 | |
Stryker Corporation (SYK) | 0.0 | $54k | 505.00 | 106.93 | |
Weyerhaeuser Company (WY) | 0.0 | $48k | 1.5k | 31.21 | |
VCA Antech | 0.0 | $53k | 925.00 | 57.30 | |
Spirit AeroSystems Holdings (SPR) | 0.0 | $54k | 1.2k | 45.00 | |
Vanguard Value ETF (VTV) | 0.0 | $54k | 660.00 | 81.82 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $51k | 445.00 | 114.61 | |
First Ban (FBNC) | 0.0 | $56k | 3.0k | 18.70 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.0 | $50k | 2.3k | 22.08 | |
ProShares Credit Suisse 130/30 (CSM) | 0.0 | $60k | 1.2k | 50.68 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $51k | 1.2k | 42.01 | |
Paypal Holdings (PYPL) | 0.0 | $61k | 1.6k | 39.08 | |
Eli Lilly & Co. (LLY) | 0.0 | $43k | 588.00 | 73.13 | |
Dominion Resources (D) | 0.0 | $45k | 600.00 | 75.00 | |
Genuine Parts Company (GPC) | 0.0 | $41k | 415.00 | 98.80 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $42k | 308.00 | 136.36 | |
Automatic Data Processing (ADP) | 0.0 | $37k | 408.00 | 90.69 | |
Ross Stores (ROST) | 0.0 | $46k | 788.00 | 58.38 | |
Nextera Energy (NEE) | 0.0 | $47k | 402.00 | 116.92 | |
Praxair | 0.0 | $45k | 388.00 | 115.98 | |
Ford Motor Company (F) | 0.0 | $46k | 3.4k | 13.52 | |
Cardinal Financial Corporation | 0.0 | $40k | 2.0k | 20.21 | |
SCANA Corporation | 0.0 | $38k | 545.00 | 69.72 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $46k | 175.00 | 262.86 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $36k | 442.00 | 81.45 | |
Parkway Properties | 0.0 | $41k | 2.6k | 15.81 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $44k | 2.1k | 20.85 | |
Ambarella (AMBA) | 0.0 | $45k | 1.0k | 45.00 | |
News (NWSA) | 0.0 | $40k | 3.3k | 11.99 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $46k | 1.6k | 29.36 | |
Ishares Tr core div grwth (DGRO) | 0.0 | $41k | 1.6k | 26.43 | |
Alibaba Group Holding (BABA) | 0.0 | $38k | 477.00 | 79.66 | |
Hp (HPQ) | 0.0 | $47k | 3.7k | 12.71 | |
Annaly Capital Management | 0.0 | $27k | 2.6k | 10.31 | |
Devon Energy Corporation (DVN) | 0.0 | $27k | 1.0k | 27.00 | |
Ecolab (ECL) | 0.0 | $33k | 291.00 | 113.40 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $23k | 72.00 | 319.44 | |
Consolidated Edison (ED) | 0.0 | $31k | 400.00 | 77.50 | |
Bristol Myers Squibb (BMY) | 0.0 | $27k | 440.00 | 61.36 | |
Curtiss-Wright (CW) | 0.0 | $25k | 325.00 | 76.92 | |
Reynolds American | 0.0 | $27k | 528.00 | 51.14 | |
V.F. Corporation (VFC) | 0.0 | $26k | 400.00 | 65.00 | |
TJX Companies (TJX) | 0.0 | $24k | 300.00 | 80.00 | |
Whole Foods Market | 0.0 | $32k | 1.0k | 31.22 | |
Advance Auto Parts (AAP) | 0.0 | $26k | 165.00 | 157.58 | |
Chesapeake Energy Corporation | 0.0 | $33k | 8.0k | 4.12 | |
HDFC Bank (HDB) | 0.0 | $33k | 540.00 | 61.11 | |
priceline.com Incorporated | 0.0 | $25k | 19.00 | 1315.79 | |
Toro Company (TTC) | 0.0 | $30k | 350.00 | 85.71 | |
Under Armour (UAA) | 0.0 | $21k | 250.00 | 84.00 | |
iShares Russell 1000 Index (IWB) | 0.0 | $22k | 190.00 | 115.79 | |
Hormel Foods Corporation (HRL) | 0.0 | $22k | 500.00 | 44.00 | |
Park National Corporation (PRK) | 0.0 | $32k | 350.00 | 91.43 | |
Hain Celestial (HAIN) | 0.0 | $29k | 700.00 | 41.43 | |
Vanguard Large-Cap ETF (VV) | 0.0 | $32k | 342.00 | 93.57 | |
iShares MSCI EAFE Value Index (EFV) | 0.0 | $28k | 611.00 | 45.83 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $32k | 289.00 | 110.73 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $25k | 240.00 | 104.17 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $32k | 364.00 | 87.91 | |
Kinder Morgan (KMI) | 0.0 | $25k | 1.4k | 18.25 | |
American Airls (AAL) | 0.0 | $21k | 500.00 | 42.00 | |
Allergan | 0.0 | $33k | 123.00 | 268.29 | |
Hasbro (HAS) | 0.0 | $16k | 200.00 | 80.00 | |
Barrick Gold Corp (GOLD) | 0.0 | $10k | 760.00 | 13.16 | |
Leucadia National | 0.0 | $16k | 1.0k | 16.00 | |
MasterCard Incorporated (MA) | 0.0 | $9.0k | 101.00 | 89.11 | |
State Street Corporation (STT) | 0.0 | $13k | 220.00 | 59.09 | |
Ameriprise Financial (AMP) | 0.0 | $17k | 179.00 | 94.97 | |
SEI Investments Company (SEIC) | 0.0 | $13k | 300.00 | 43.33 | |
Moody's Corporation (MCO) | 0.0 | $14k | 150.00 | 93.33 | |
Waste Management (WM) | 0.0 | $15k | 257.00 | 58.37 | |
Health Care SPDR (XLV) | 0.0 | $7.0k | 100.00 | 70.00 | |
Apache Corporation | 0.0 | $9.0k | 179.00 | 50.28 | |
Autodesk (ADSK) | 0.0 | $11k | 173.00 | 63.58 | |
NVIDIA Corporation (NVDA) | 0.0 | $18k | 500.00 | 36.00 | |
Paychex (PAYX) | 0.0 | $16k | 302.00 | 52.98 | |
T. Rowe Price (TROW) | 0.0 | $8.0k | 107.00 | 74.77 | |
Sherwin-Williams Company (SHW) | 0.0 | $14k | 50.00 | 280.00 | |
Union Pacific Corporation (UNP) | 0.0 | $17k | 216.00 | 78.70 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $12k | 125.00 | 96.00 | |
AFLAC Incorporated (AFL) | 0.0 | $11k | 178.00 | 61.80 | |
Bemis Company | 0.0 | $13k | 250.00 | 52.00 | |
Equity Residential (EQR) | 0.0 | $15k | 200.00 | 75.00 | |
Universal Health Services (UHS) | 0.0 | $19k | 150.00 | 126.67 | |
Eastman Chemical Company (EMN) | 0.0 | $15k | 209.00 | 71.77 | |
Helmerich & Payne (HP) | 0.0 | $8.0k | 128.00 | 62.50 | |
Yum! Brands (YUM) | 0.0 | $12k | 150.00 | 80.00 | |
Lockheed Martin Corporation (LMT) | 0.0 | $11k | 49.00 | 224.49 | |
Macy's (M) | 0.0 | $17k | 391.00 | 43.48 | |
Telefonica (TEF) | 0.0 | $12k | 1.1k | 10.94 | |
Stericycle (SRCL) | 0.0 | $18k | 143.00 | 125.87 | |
Syngenta | 0.0 | $19k | 230.00 | 82.61 | |
PG&E Corporation (PCG) | 0.0 | $7.0k | 117.00 | 59.83 | |
Southern Company (SO) | 0.0 | $9.0k | 180.00 | 50.00 | |
Accenture (ACN) | 0.0 | $13k | 109.00 | 119.27 | |
Cintas Corporation (CTAS) | 0.0 | $18k | 200.00 | 90.00 | |
Brookfield Infrastructure Part (BIP) | 0.0 | $8.0k | 200.00 | 40.00 | |
Prudential Financial (PRU) | 0.0 | $7.0k | 100.00 | 70.00 | |
Hershey Company (HSY) | 0.0 | $18k | 200.00 | 90.00 | |
HFF | 0.0 | $14k | 500.00 | 28.00 | |
AutoZone (AZO) | 0.0 | $20k | 25.00 | 800.00 | |
Discovery Communications | 0.0 | $14k | 500.00 | 28.00 | |
ConAgra Foods (CAG) | 0.0 | $13k | 300.00 | 43.33 | |
PPL Corporation (PPL) | 0.0 | $15k | 400.00 | 37.50 | |
Gra (GGG) | 0.0 | $13k | 150.00 | 86.67 | |
Energy Select Sector SPDR (XLE) | 0.0 | $11k | 180.00 | 61.11 | |
Activision Blizzard | 0.0 | $17k | 500.00 | 34.00 | |
salesforce (CRM) | 0.0 | $17k | 224.00 | 75.89 | |
Celanese Corporation (CE) | 0.0 | $18k | 275.00 | 65.45 | |
Chipotle Mexican Grill (CMG) | 0.0 | $16k | 33.00 | 484.85 | |
HEICO Corporation (HEI) | 0.0 | $12k | 200.00 | 60.00 | |
Intuit (INTU) | 0.0 | $20k | 189.00 | 105.82 | |
Manhattan Associates (MANH) | 0.0 | $15k | 261.00 | 57.47 | |
Oge Energy Corp (OGE) | 0.0 | $11k | 400.00 | 27.50 | |
UGI Corporation (UGI) | 0.0 | $15k | 375.00 | 40.00 | |
Alexion Pharmaceuticals | 0.0 | $8.0k | 59.00 | 135.59 | |
ARM Holdings | 0.0 | $11k | 255.00 | 43.14 | |
Panera Bread Company | 0.0 | $7.0k | 33.00 | 212.12 | |
Wabtec Corporation (WAB) | 0.0 | $18k | 225.00 | 80.00 | |
Gentex Corporation (GNTX) | 0.0 | $18k | 1.2k | 15.65 | |
Jack Henry & Associates (JKHY) | 0.0 | $11k | 125.00 | 88.00 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $16k | 156.00 | 102.56 | |
Magellan Midstream Partners | 0.0 | $11k | 160.00 | 68.75 | |
Cameron International Corporation | 0.0 | $7.0k | 100.00 | 70.00 | |
Dex (DXCM) | 0.0 | $19k | 284.00 | 66.90 | |
Technology SPDR (XLK) | 0.0 | $15k | 328.00 | 45.73 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $7.0k | 59.00 | 118.64 | |
American International (AIG) | 0.0 | $16k | 300.00 | 53.33 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $19k | 206.00 | 92.23 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $11k | 162.00 | 67.90 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $18k | 113.00 | 159.29 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $7.0k | 50.00 | 140.00 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $14k | 393.00 | 35.62 | |
3D Systems Corporation (DDD) | 0.0 | $15k | 1.0k | 15.00 | |
Tesla Motors (TSLA) | 0.0 | $11k | 46.00 | 239.13 | |
PowerShares Water Resources | 0.0 | $11k | 510.00 | 21.57 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $11k | 250.00 | 44.00 | |
Vanguard Growth ETF (VUG) | 0.0 | $12k | 113.00 | 106.19 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $12k | 133.00 | 90.23 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $9.0k | 69.00 | 130.43 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $9.0k | 79.00 | 113.92 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $8.0k | 70.00 | 114.29 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $10k | 100.00 | 100.00 | |
iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $8.0k | 280.00 | 28.57 | |
iShares Morningstar Mid Core Index (IMCB) | 0.0 | $12k | 80.00 | 150.00 | |
Nuveen Municipal Advantage Fund | 0.0 | $10k | 703.00 | 14.22 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $10k | 102.00 | 98.04 | |
WisdomTree Intl. SmallCap Div (DLS) | 0.0 | $18k | 302.00 | 59.60 | |
Claymore/Sabrient Defensive Eq Idx | 0.0 | $9.0k | 248.00 | 36.29 | |
Invensense | 0.0 | $8.0k | 1.0k | 8.00 | |
Michael Kors Holdings | 0.0 | $15k | 263.00 | 57.03 | |
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.0 | $9.0k | 313.00 | 28.75 | |
Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $10k | 185.00 | 54.05 | |
Inovio Pharmaceuticals | 0.0 | $9.0k | 1.0k | 9.00 | |
Walgreen Boots Alliance (WBA) | 0.0 | $17k | 200.00 | 85.00 | |
Medtronic (MDT) | 0.0 | $8.0k | 124.00 | 64.52 | |
Williams Partners | 0.0 | $9.0k | 424.00 | 21.23 | |
Sesa Sterlite Ltd sp | 0.0 | $7.0k | 1.2k | 5.83 | |
Energizer Holdings (ENR) | 0.0 | $9.0k | 234.00 | 38.46 | |
Edgewell Pers Care (EPC) | 0.0 | $19k | 234.00 | 81.20 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $2.0k | 28.00 | 71.43 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $3.0k | 500.00 | 6.00 | |
Broadridge Financial Solutions (BR) | 0.0 | $2.0k | 29.00 | 68.97 | |
Cme (CME) | 0.0 | $0 | 5.00 | 0.00 | |
Charles Schwab Corporation (SCHW) | 0.0 | $0 | 15.00 | 0.00 | |
TD Ameritrade Holding | 0.0 | $0 | 15.00 | 0.00 | |
PNC Financial Services (PNC) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Principal Financial (PFG) | 0.0 | $0 | 8.00 | 0.00 | |
Baxter International (BAX) | 0.0 | $0 | 5.00 | 0.00 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $0 | 7.00 | 0.00 | |
CBS Corporation | 0.0 | $1.0k | 10.00 | 100.00 | |
Cerner Corporation | 0.0 | $999.960000 | 12.00 | 83.33 | |
Citrix Systems | 0.0 | $0 | 6.00 | 0.00 | |
Coach | 0.0 | $3.0k | 78.00 | 38.46 | |
Digital Realty Trust (DLR) | 0.0 | $4.0k | 41.00 | 97.56 | |
FMC Technologies | 0.0 | $0 | 13.00 | 0.00 | |
Franklin Resources (BEN) | 0.0 | $0 | 9.00 | 0.00 | |
Host Hotels & Resorts (HST) | 0.0 | $1.0k | 53.00 | 18.87 | |
Kohl's Corporation (KSS) | 0.0 | $0 | 7.00 | 0.00 | |
Mattel (MAT) | 0.0 | $0 | 11.00 | 0.00 | |
Microchip Technology (MCHP) | 0.0 | $2.0k | 42.00 | 47.62 | |
NetApp (NTAP) | 0.0 | $0 | 6.00 | 0.00 | |
Nucor Corporation (NUE) | 0.0 | $0 | 2.00 | 0.00 | |
Stanley Black & Decker (SWK) | 0.0 | $1.0k | 8.00 | 125.00 | |
SYSCO Corporation (SYY) | 0.0 | $0 | 10.00 | 0.00 | |
Molson Coors Brewing Company (TAP) | 0.0 | $1.0k | 6.00 | 166.67 | |
Dow Chemical Company | 0.0 | $0 | 9.00 | 0.00 | |
Nordstrom (JWN) | 0.0 | $0 | 3.00 | 0.00 | |
Las Vegas Sands (LVS) | 0.0 | $0 | 9.00 | 0.00 | |
Nokia Corporation (NOK) | 0.0 | $0 | 15.00 | 0.00 | |
Analog Devices (ADI) | 0.0 | $0 | 8.00 | 0.00 | |
Xilinx | 0.0 | $1.0k | 11.00 | 90.91 | |
Manitowoc Company | 0.0 | $4.0k | 900.00 | 4.44 | |
Unum (UNM) | 0.0 | $0 | 14.00 | 0.00 | |
Novartis (NVS) | 0.0 | $2.0k | 26.00 | 76.92 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $0 | 9.00 | 0.00 | |
NiSource (NI) | 0.0 | $1.0k | 62.00 | 16.13 | |
Baker Hughes Incorporated | 0.0 | $0 | 5.00 | 0.00 | |
CIGNA Corporation | 0.0 | $1.0k | 7.00 | 142.86 | |
Credit Suisse Group | 0.0 | $0 | 7.00 | 0.00 | |
Domtar Corp | 0.0 | $3.0k | 62.00 | 48.39 | |
Fluor Corporation (FLR) | 0.0 | $0 | 7.00 | 0.00 | |
GlaxoSmithKline | 0.0 | $2.0k | 56.00 | 35.71 | |
Halliburton Company (HAL) | 0.0 | $0 | 6.00 | 0.00 | |
Intuitive Surgical (ISRG) | 0.0 | $1.0k | 1.00 | 1000.00 | |
Marsh & McLennan Companies (MMC) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Maxim Integrated Products | 0.0 | $1.0k | 37.00 | 27.03 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $1.0k | 11.00 | 90.91 | |
Royal Dutch Shell | 0.0 | $0 | 4.00 | 0.00 | |
Exelon Corporation (EXC) | 0.0 | $2.0k | 64.00 | 31.25 | |
Staples | 0.0 | $0 | 10.00 | 0.00 | |
Williams Companies (WMB) | 0.0 | $2.0k | 103.00 | 19.42 | |
Shire | 0.0 | $1.0k | 4.00 | 250.00 | |
EMC Corporation | 0.0 | $1.0k | 27.00 | 37.04 | |
Illinois Tool Works (ITW) | 0.0 | $2.0k | 15.00 | 133.33 | |
EOG Resources (EOG) | 0.0 | $0 | 4.00 | 0.00 | |
Bce (BCE) | 0.0 | $1.0k | 21.00 | 47.62 | |
C.H. Robinson Worldwide (CHRW) | 0.0 | $0 | 4.00 | 0.00 | |
Paccar (PCAR) | 0.0 | $0 | 5.00 | 0.00 | |
J.M. Smucker Company (SJM) | 0.0 | $3.0k | 24.00 | 125.00 | |
Varian Medical Systems | 0.0 | $0 | 4.00 | 0.00 | |
Southwestern Energy Company | 0.0 | $0 | 5.00 | 0.00 | |
Marathon Oil Corporation (MRO) | 0.0 | $3.0k | 300.00 | 10.00 | |
Zimmer Holdings (ZBH) | 0.0 | $0 | 3.00 | 0.00 | |
Ctrip.com International | 0.0 | $999.960000 | 12.00 | 83.33 | |
Juniper Networks (JNPR) | 0.0 | $0 | 6.00 | 0.00 | |
Invesco (IVZ) | 0.0 | $0 | 12.00 | 0.00 | |
Estee Lauder Companies (EL) | 0.0 | $1.0k | 8.00 | 125.00 | |
Entergy Corporation (ETR) | 0.0 | $0 | 4.00 | 0.00 | |
CF Industries Holdings (CF) | 0.0 | $0 | 10.00 | 0.00 | |
Companhia Paranaense de Energia | 0.0 | $4.0k | 461.00 | 8.68 | |
Edison International (EIX) | 0.0 | $0 | 6.00 | 0.00 | |
Enterprise Products Partners (EPD) | 0.0 | $4.0k | 160.00 | 25.00 | |
Seagate Technology Com Stk | 0.0 | $1.0k | 36.00 | 27.78 | |
Steel Dynamics (STLD) | 0.0 | $0 | 21.00 | 0.00 | |
STMicroelectronics (STM) | 0.0 | $0 | 78.00 | 0.00 | |
Ares Capital Corporation (ARCC) | 0.0 | $1.0k | 72.00 | 13.89 | |
Cliffs Natural Resources | 0.0 | $0 | 4.00 | 0.00 | |
Concho Resources | 0.0 | $0 | 3.00 | 0.00 | |
Energy Transfer Equity (ET) | 0.0 | $999.960000 | 156.00 | 6.41 | |
GameStop (GME) | 0.0 | $2.0k | 48.00 | 41.67 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $1.0k | 11.00 | 90.91 | |
Omega Healthcare Investors (OHI) | 0.0 | $1.0k | 27.00 | 37.04 | |
Oneok Partners | 0.0 | $1.0k | 44.00 | 22.73 | |
Plains All American Pipeline (PAA) | 0.0 | $2.0k | 79.00 | 25.32 | |
Textron (TXT) | 0.0 | $0 | 11.00 | 0.00 | |
BorgWarner (BWA) | 0.0 | $0 | 10.00 | 0.00 | |
Energy Transfer Partners | 0.0 | $2.0k | 75.00 | 26.67 | |
National Grid | 0.0 | $2.0k | 32.00 | 62.50 | |
Geron Corporation (GERN) | 0.0 | $3.0k | 1.0k | 3.00 | |
VMware | 0.0 | $0 | 2.00 | 0.00 | |
HCP | 0.0 | $1.0k | 40.00 | 25.00 | |
Senior Housing Properties Trust | 0.0 | $1.0k | 38.00 | 26.32 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $1.0k | 24.00 | 41.67 | |
iShares Dow Jones US Home Const. (ITB) | 0.0 | $3.0k | 115.00 | 26.09 | |
National Retail Properties (NNN) | 0.0 | $5.0k | 100.00 | 50.00 | |
Scripps Networks Interactive | 0.0 | $0 | 6.00 | 0.00 | |
American Water Works (AWK) | 0.0 | $2.0k | 34.00 | 58.82 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $6.0k | 50.00 | 120.00 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $5.0k | 30.00 | 166.67 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $1.0k | 5.00 | 200.00 | |
Dollar General (DG) | 0.0 | $1.0k | 8.00 | 125.00 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $3.0k | 45.00 | 66.67 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $3.0k | 171.00 | 17.54 | |
AirMedia | 0.0 | $1.0k | 250.00 | 4.00 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $5.0k | 41.00 | 121.95 | |
Industries N shs - a - (LYB) | 0.0 | $3.0k | 35.00 | 85.71 | |
iShares Russell 3000 Value Index (IUSV) | 0.0 | $3.0k | 20.00 | 150.00 | |
O'reilly Automotive (ORLY) | 0.0 | $1.0k | 5.00 | 200.00 | |
Putnam Premier Income Trust (PPT) | 0.0 | $1.0k | 286.00 | 3.50 | |
PowerShares Intl. Dividend Achiev. | 0.0 | $5.0k | 325.00 | 15.38 | |
Vanguard Utilities ETF (VPU) | 0.0 | $5.0k | 50.00 | 100.00 | |
PowerShares Dynamic Lg. Cap Value | 0.0 | $6.0k | 185.00 | 32.43 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $6.0k | 61.00 | 98.36 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $1.0k | 16.00 | 62.50 | |
SPDR S&P International Dividend (DWX) | 0.0 | $2.0k | 58.00 | 34.48 | |
Sodastream International | 0.0 | $4.0k | 250.00 | 16.00 | |
Rydex S&P Equal Weight Health Care | 0.0 | $3.0k | 21.00 | 142.86 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $999.960000 | 13.00 | 76.92 | |
Rydex Etf Trust s^p500 pur val | 0.0 | $1.0k | 14.00 | 71.43 | |
Powershares Etf Trust dyna buybk ach | 0.0 | $3.0k | 60.00 | 50.00 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $5.0k | 91.00 | 54.95 | |
American Intl Group | 0.0 | $3.0k | 160.00 | 18.75 | |
Hca Holdings (HCA) | 0.0 | $1.0k | 8.00 | 125.00 | |
Mosaic (MOS) | 0.0 | $0 | 4.00 | 0.00 | |
Marathon Petroleum Corp (MPC) | 0.0 | $0 | 6.00 | 0.00 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $2.0k | 35.00 | 57.14 | |
American Tower Reit (AMT) | 0.0 | $1.0k | 8.00 | 125.00 | |
First Trust Strategic | 0.0 | $1.0k | 50.00 | 20.00 | |
Us Natural Gas Fd Etf | 0.0 | $2.0k | 329.00 | 6.08 | |
Kinder Morgan Inc/delaware Wts | 0.0 | $0 | 106.00 | 0.00 | |
Adt | 0.0 | $0 | 4.00 | 0.00 | |
Mplx (MPLX) | 0.0 | $1.0k | 50.00 | 20.00 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $2.0k | 43.00 | 46.51 | |
Intercontinental Exchange (ICE) | 0.0 | $0 | 2.00 | 0.00 | |
Sirius Xm Holdings (SIRI) | 0.0 | $0 | 200.00 | 0.00 | |
Allegion Plc equity (ALLE) | 0.0 | $0 | 3.00 | 0.00 | |
Perrigo Company (PRGO) | 0.0 | $0 | 2.00 | 0.00 | |
Vodafone Group New Adr F (VOD) | 0.0 | $2.0k | 52.00 | 38.46 | |
One Gas (OGS) | 0.0 | $5.0k | 87.00 | 57.47 | |
Pentair cs (PNR) | 0.0 | $0 | 2.00 | 0.00 | |
Tyco International | 0.0 | $0 | 9.00 | 0.00 | |
Lamar Advertising Co-a (LAMR) | 0.0 | $5.0k | 75.00 | 66.67 | |
Mylan Nv | 0.0 | $999.960000 | 12.00 | 83.33 | |
Eversource Energy (ES) | 0.0 | $0 | 7.00 | 0.00 | |
Talen Energy | 0.0 | $0 | 49.00 | 0.00 | |
Baxalta Incorporated | 0.0 | $0 | 5.00 | 0.00 | |
Peabody Energy | 0.0 | $0 | 51.00 | 0.00 | |
Ishares Tr ibonds dec 21 | 0.0 | $3.0k | 98.00 | 30.61 | |
Ishares Tr ibonds dec 22 | 0.0 | $3.0k | 100.00 | 30.00 | |
Halcon Res | 0.0 | $0 | 391.00 | 0.00 | |
Wisdomtree Continuous Commodity Index Fund etf | 0.0 | $4.0k | 259.00 | 15.44 | |
Guggenheim Bulletshares 2025 Corp Etf gugenhim 2025 | 0.0 | $4.0k | 182.00 | 21.98 |