Asset Dedication as of Dec. 31, 2017
Portfolio Holdings for Asset Dedication
Asset Dedication holds 480 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr us lrg cap etf (SCHX) | 3.6 | $9.0M | 140k | 63.80 | |
iShares S&P MidCap 400 Value Index (IJJ) | 2.9 | $7.1M | 45k | 160.00 | |
Schwab U S Broad Market ETF (SCHB) | 2.4 | $6.0M | 94k | 64.51 | |
Vanguard High Dividend Yield ETF (VYM) | 2.4 | $5.9M | 68k | 85.61 | |
Claymore Exchange Trd Fd Tr gug bull2020 e | 2.2 | $5.5M | 259k | 21.31 | |
iShares S&P 1500 Index Fund (ITOT) | 2.2 | $5.4M | 89k | 61.03 | |
Schwab U S Small Cap ETF (SCHA) | 2.1 | $5.3M | 76k | 69.77 | |
Claymore Exchange Trd Fd Tr gug bull2018 e | 2.1 | $5.3M | 251k | 21.03 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 2.1 | $5.3M | 249k | 21.09 | |
Claymore Exchange Trd Fd Tr gug bull2019 e | 1.9 | $4.8M | 229k | 21.08 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 1.9 | $4.7M | 42k | 111.34 | |
Gugenheim Bulletshares 2022 Corp Bd | 1.8 | $4.5M | 211k | 21.11 | |
Sch Fnd Intl Lg Etf (FNDF) | 1.7 | $4.3M | 142k | 30.34 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.7 | $4.2M | 63k | 66.07 | |
Claymore Exchange Trd Fd Tr 2024 corp bond | 1.6 | $4.1M | 195k | 20.82 | |
Claymore Exchange Trd Fd Tr 2023 corp bond | 1.6 | $4.0M | 192k | 20.74 | |
Ishares Inc core msci emkt (IEMG) | 1.4 | $3.4M | 60k | 56.77 | |
Ishares Inc em mkt min vol (EEMV) | 1.3 | $3.3M | 55k | 60.61 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $3.2M | 30k | 106.71 | |
Boeing Company (BA) | 1.2 | $3.0M | 10k | 294.48 | |
Rydex Etf Trust cmn | 1.2 | $3.0M | 87k | 34.68 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.2 | $3.0M | 55k | 54.72 | |
Microsoft Corporation (MSFT) | 1.2 | $2.9M | 34k | 85.40 | |
Vanguard S&p 500 Etf idx (VOO) | 1.1 | $2.8M | 11k | 245.41 | |
Guggenheim Bulletshares 2025 Corp Etf gugenhim 2025 | 1.1 | $2.7M | 132k | 20.76 | |
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 1.1 | $2.7M | 91k | 29.66 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 1.1 | $2.7M | 47k | 56.81 | |
Amazon (AMZN) | 1.0 | $2.5M | 2.2k | 1168.21 | |
Vanguard Growth ETF (VUG) | 1.0 | $2.5M | 18k | 140.69 | |
Apple (AAPL) | 1.0 | $2.5M | 15k | 169.17 | |
McDonald's Corporation (MCD) | 0.9 | $2.3M | 13k | 171.76 | |
SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.9 | $2.3M | 22k | 102.62 | |
Home Depot (HD) | 0.9 | $2.2M | 12k | 188.76 | |
Ishares 2020 Amt-free Muni Bond Etf | 0.9 | $2.2M | 89k | 25.38 | |
Ishares Tr ibonds dec 21 | 0.9 | $2.2M | 87k | 25.44 | |
Ishares S&p Amt-free Municipal | 0.9 | $2.2M | 85k | 25.40 | |
I Shares 2019 Etf | 0.9 | $2.2M | 85k | 25.34 | |
Ishares Tr ibonds dec 22 | 0.9 | $2.2M | 84k | 25.67 | |
UnitedHealth (UNH) | 0.9 | $2.1M | 9.7k | 220.49 | |
Johnson & Johnson (JNJ) | 0.8 | $2.1M | 15k | 139.55 | |
Coca-Cola Company (KO) | 0.8 | $2.0M | 45k | 45.77 | |
3M Company (MMM) | 0.8 | $2.0M | 8.5k | 235.16 | |
Guggen Bltshr 2026 Corp Bond cmn | 0.8 | $2.0M | 103k | 19.70 | |
iShares Lehman Aggregate Bond (AGG) | 0.8 | $2.0M | 18k | 109.32 | |
Ishares Tr Ibonds Dec2023 etf | 0.8 | $2.0M | 79k | 25.21 | |
Intel Corporation (INTC) | 0.8 | $2.0M | 43k | 46.14 | |
Ishares Tr core strm usbd (ISTB) | 0.8 | $2.0M | 39k | 49.78 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.8 | $1.9M | 15k | 125.75 | |
Dowdupont | 0.8 | $1.9M | 26k | 70.92 | |
Cisco Systems (CSCO) | 0.7 | $1.8M | 47k | 38.17 | |
Guaranty Bancshares (GNTY) | 0.7 | $1.8M | 59k | 30.65 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.7 | $1.7M | 11k | 153.40 | |
Caterpillar (CAT) | 0.7 | $1.6M | 11k | 157.61 | |
Walt Disney Company (DIS) | 0.7 | $1.6M | 15k | 107.30 | |
Visa (V) | 0.6 | $1.6M | 14k | 113.50 | |
Berkshire Hathaway (BRK.B) | 0.6 | $1.5M | 7.7k | 197.63 | |
Bank of America Corporation (BAC) | 0.6 | $1.5M | 49k | 29.52 | |
Facebook Inc cl a (META) | 0.6 | $1.5M | 8.4k | 175.50 | |
American Express Company (AXP) | 0.6 | $1.4M | 15k | 99.34 | |
Wal-Mart Stores (WMT) | 0.6 | $1.5M | 15k | 98.61 | |
Pfizer (PFE) | 0.6 | $1.4M | 40k | 35.93 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $1.4M | 5.2k | 267.01 | |
iShares S&P 500 Index (IVV) | 0.6 | $1.4M | 5.2k | 268.79 | |
Ishares Tr core div grwth (DGRO) | 0.5 | $1.3M | 36k | 34.64 | |
Pepsi (PEP) | 0.5 | $1.2M | 10k | 119.41 | |
United Technologies Corporation | 0.5 | $1.2M | 9.7k | 127.44 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $1.2M | 1.2k | 1037.35 | |
Comcast Corporation (CMCSA) | 0.5 | $1.2M | 30k | 39.67 | |
Nike (NKE) | 0.5 | $1.2M | 19k | 62.37 | |
Ishares Inc emrgmkt dividx (DVYE) | 0.5 | $1.2M | 29k | 41.79 | |
Procter & Gamble Company (PG) | 0.5 | $1.2M | 13k | 91.09 | |
iShares Dow Jones Select Dividend (DVY) | 0.4 | $1.1M | 11k | 98.55 | |
Exxon Mobil Corporation (XOM) | 0.4 | $1.1M | 13k | 83.29 | |
Oracle Corporation (ORCL) | 0.4 | $1.1M | 22k | 47.24 | |
Citigroup (C) | 0.4 | $1.1M | 14k | 74.38 | |
Chevron Corporation (CVX) | 0.4 | $1.0M | 8.2k | 126.02 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.4 | $1.0M | 4.1k | 247.66 | |
At&t (T) | 0.4 | $976k | 26k | 38.27 | |
Verizon Communications (VZ) | 0.4 | $973k | 19k | 52.38 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 0.4 | $882k | 24k | 36.67 | |
NVIDIA Corporation (NVDA) | 0.3 | $859k | 4.5k | 192.51 | |
International Business Machines (IBM) | 0.3 | $874k | 5.7k | 152.56 | |
Merck & Co (MRK) | 0.3 | $880k | 16k | 56.30 | |
Rydex Etf Trust russ2000 eq w | 0.3 | $836k | 15k | 54.34 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.3 | $806k | 12k | 64.75 | |
SPDR S&P Emerging Markets Small Cap (EWX) | 0.3 | $767k | 15k | 52.01 | |
Vanguard Small-Cap Value ETF (VBR) | 0.3 | $746k | 5.6k | 133.19 | |
Ishares High Dividend Equity F (HDV) | 0.3 | $738k | 8.2k | 90.13 | |
Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.3 | $751k | 21k | 35.78 | |
Goldman Sachs (GS) | 0.3 | $714k | 2.8k | 255.55 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $710k | 5.2k | 137.36 | |
Spdr Index Shs Fds em qual mix (QEMM) | 0.3 | $710k | 11k | 64.43 | |
Texas Instruments Incorporated (TXN) | 0.3 | $684k | 6.6k | 104.19 | |
Amgen (AMGN) | 0.3 | $679k | 3.9k | 174.06 | |
iShares Russell 3000 Index (IWV) | 0.3 | $673k | 4.3k | 157.91 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $678k | 13k | 51.08 | |
Wells Fargo & Company (WFC) | 0.3 | $649k | 11k | 59.92 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $637k | 3.6k | 175.19 | |
Abbvie (ABBV) | 0.3 | $634k | 6.6k | 96.37 | |
Netflix (NFLX) | 0.2 | $613k | 3.2k | 190.43 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $561k | 6.7k | 83.72 | |
Broad | 0.2 | $565k | 2.2k | 256.12 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $539k | 4.0k | 134.45 | |
Ishares Tr eafe min volat (EFAV) | 0.2 | $540k | 7.4k | 73.31 | |
General Electric Company | 0.2 | $517k | 30k | 17.37 | |
Qualcomm (QCOM) | 0.2 | $500k | 7.8k | 63.94 | |
Nuveen Conn Prem Income Mun sh ben int | 0.2 | $485k | 41k | 11.93 | |
Fidelity msci rl est etf (FREL) | 0.2 | $498k | 20k | 24.69 | |
Duke Energy (DUK) | 0.2 | $473k | 5.6k | 84.07 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $453k | 6.4k | 70.52 | |
SPDR S&P Dividend (SDY) | 0.2 | $450k | 4.8k | 94.36 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $456k | 437.00 | 1043.48 | |
Gilead Sciences (GILD) | 0.2 | $416k | 5.7k | 72.37 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.2 | $429k | 15k | 27.85 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $411k | 1.2k | 333.60 | |
Enterprise Financial Services (EFSC) | 0.2 | $385k | 8.5k | 45.11 | |
Twenty-first Century Fox | 0.2 | $386k | 11k | 34.53 | |
Costco Wholesale Corporation (COST) | 0.1 | $372k | 2.0k | 186.09 | |
Baidu (BIDU) | 0.1 | $368k | 1.6k | 235.14 | |
Kraft Heinz (KHC) | 0.1 | $366k | 4.7k | 78.04 | |
Automatic Data Processing (ADP) | 0.1 | $304k | 2.6k | 116.92 | |
Morgan Stanley (MS) | 0.1 | $288k | 5.5k | 52.58 | |
Deere & Company (DE) | 0.1 | $306k | 2.0k | 155.96 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $308k | 6.7k | 45.84 | |
iShares MSCI BRIC Index Fund (BKF) | 0.1 | $288k | 6.5k | 44.41 | |
Mondelez Int (MDLZ) | 0.1 | $298k | 7.0k | 42.74 | |
Paypal Holdings (PYPL) | 0.1 | $294k | 4.0k | 73.30 | |
Abbott Laboratories (ABT) | 0.1 | $276k | 4.9k | 56.41 | |
Schwab International Equity ETF (SCHF) | 0.1 | $276k | 8.1k | 34.23 | |
Global X Fds s&p 500 catholic (CATH) | 0.1 | $280k | 8.5k | 32.94 | |
MasterCard Incorporated (MA) | 0.1 | $239k | 1.6k | 147.99 | |
Schlumberger (SLB) | 0.1 | $239k | 3.5k | 67.42 | |
priceline.com Incorporated | 0.1 | $251k | 144.00 | 1743.06 | |
iShares Russell Microcap Index (IWC) | 0.1 | $237k | 2.5k | 95.18 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.1 | $236k | 4.7k | 50.28 | |
D Ishares (EEMS) | 0.1 | $246k | 4.7k | 52.89 | |
Metropcs Communications (TMUS) | 0.1 | $253k | 4.1k | 62.18 | |
Aramark Hldgs (ARMK) | 0.1 | $247k | 5.8k | 42.67 | |
Ishares Tr 0-5yr invt gr cp (SLQD) | 0.1 | $246k | 4.9k | 50.23 | |
Bristol Myers Squibb (BMY) | 0.1 | $229k | 3.7k | 61.56 | |
Colgate-Palmolive Company (CL) | 0.1 | $228k | 3.0k | 75.60 | |
Honeywell International (HON) | 0.1 | $227k | 1.5k | 153.48 | |
Grubhub | 0.1 | $225k | 3.1k | 71.95 | |
General Dynamics Corporation (GD) | 0.1 | $197k | 967.00 | 203.72 | |
Southwest Airlines (LUV) | 0.1 | $191k | 2.9k | 65.39 | |
PowerShares Dynamic Finl Sec Fnd | 0.1 | $210k | 6.0k | 35.16 | |
Anthem (ELV) | 0.1 | $211k | 937.00 | 225.19 | |
Time Warner | 0.1 | $165k | 1.8k | 91.31 | |
Consolidated Edison (ED) | 0.1 | $183k | 2.2k | 84.84 | |
McKesson Corporation (MCK) | 0.1 | $163k | 1.0k | 156.43 | |
WisdomTree MidCap Dividend Fund (DON) | 0.1 | $176k | 5.0k | 35.21 | |
WisdomTree SmallCap Earnings Fund (EES) | 0.1 | $172k | 4.8k | 36.13 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.1 | $165k | 3.9k | 42.50 | |
U.S. Bancorp (USB) | 0.1 | $145k | 2.7k | 53.39 | |
United Parcel Service (UPS) | 0.1 | $145k | 1.2k | 119.74 | |
Starbucks Corporation (SBUX) | 0.1 | $140k | 2.5k | 56.09 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $154k | 1.9k | 81.57 | |
SPDR S&P International Dividend (DWX) | 0.1 | $138k | 3.3k | 41.59 | |
Rydex Etf Trust s^psc600 purvl | 0.1 | $142k | 1.9k | 73.01 | |
Phillips 66 (PSX) | 0.1 | $159k | 1.6k | 101.79 | |
Eaton (ETN) | 0.1 | $158k | 2.0k | 79.00 | |
Lockheed Martin Corporation (LMT) | 0.1 | $126k | 393.00 | 320.61 | |
Philip Morris International (PM) | 0.1 | $134k | 1.3k | 105.76 | |
Biogen Idec (BIIB) | 0.1 | $133k | 427.00 | 311.48 | |
Park National Corporation (PRK) | 0.1 | $135k | 1.3k | 103.37 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $123k | 1.2k | 101.91 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.1 | $129k | 825.00 | 156.36 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $130k | 800.00 | 162.50 | |
United Sts Commodity Index F (USCI) | 0.1 | $125k | 3.1k | 40.84 | |
Rydex Etf Trust indls etf | 0.1 | $127k | 1.1k | 120.61 | |
BP (BP) | 0.0 | $103k | 2.4k | 42.13 | |
Lincoln National Corporation (LNC) | 0.0 | $87k | 1.1k | 76.38 | |
Norfolk Southern (NSC) | 0.0 | $111k | 763.00 | 145.48 | |
Snap-on Incorporated (SNA) | 0.0 | $89k | 505.00 | 176.24 | |
Emerson Electric (EMR) | 0.0 | $109k | 1.6k | 69.16 | |
eBay (EBAY) | 0.0 | $108k | 2.9k | 37.18 | |
Public Service Enterprise (PEG) | 0.0 | $87k | 1.7k | 51.18 | |
Verisk Analytics (VRSK) | 0.0 | $99k | 1.0k | 95.56 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $96k | 900.00 | 106.67 | |
Micron Technology (MU) | 0.0 | $104k | 2.5k | 41.03 | |
Manhattan Associates (MANH) | 0.0 | $99k | 2.0k | 49.50 | |
Celgene Corporation | 0.0 | $98k | 948.00 | 103.38 | |
First Ban (FBNC) | 0.0 | $106k | 3.0k | 35.39 | |
Vanguard Consumer Staples ETF (VDC) | 0.0 | $104k | 714.00 | 145.66 | |
WisdomTree Intl. MidCap Dividend F (DIM) | 0.0 | $95k | 1.4k | 68.84 | |
Alibaba Group Holding (BABA) | 0.0 | $98k | 566.00 | 173.14 | |
Hp (HPQ) | 0.0 | $105k | 5.0k | 21.12 | |
Chubb (CB) | 0.0 | $92k | 627.00 | 146.73 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $71k | 1.5k | 47.33 | |
Dominion Resources (D) | 0.0 | $77k | 950.00 | 81.05 | |
Autodesk (ADSK) | 0.0 | $85k | 809.00 | 105.07 | |
Weyerhaeuser Company (WY) | 0.0 | $63k | 1.8k | 34.92 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $75k | 600.00 | 125.00 | |
Danaher Corporation (DHR) | 0.0 | $74k | 796.00 | 92.96 | |
TJX Companies (TJX) | 0.0 | $63k | 820.00 | 76.83 | |
Xcel Energy (XEL) | 0.0 | $82k | 1.7k | 47.84 | |
Enbridge (ENB) | 0.0 | $67k | 1.7k | 39.32 | |
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $81k | 545.00 | 148.62 | |
World Wrestling Entertainment | 0.0 | $78k | 2.5k | 30.64 | |
Intuit (INTU) | 0.0 | $76k | 483.00 | 157.35 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $74k | 1.3k | 56.36 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $71k | 1.6k | 43.99 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $81k | 1.6k | 51.96 | |
iShares MSCI EAFE Value Index (EFV) | 0.0 | $81k | 1.5k | 55.75 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $68k | 396.00 | 171.72 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $67k | 601.00 | 111.48 | |
iShares Dow Jones US Pharm Indx (IHE) | 0.0 | $83k | 535.00 | 155.14 | |
WisdomTree Emerging Markets Eq (DEM) | 0.0 | $81k | 1.8k | 45.53 | |
PowerShares FTSE RAFI Emerging MarketETF | 0.0 | $67k | 3.0k | 22.33 | |
ProShares Credit Suisse 130/30 (CSM) | 0.0 | $83k | 1.3k | 66.14 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $76k | 751.00 | 101.20 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $79k | 2.7k | 28.97 | |
WisdomTree Intl. SmallCap Div (DLS) | 0.0 | $65k | 851.00 | 76.38 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $73k | 600.00 | 121.67 | |
SPDR DJ Wilshire Large Cap (SPLG) | 0.0 | $69k | 2.2k | 31.84 | |
Michael Kors Holdings | 0.0 | $76k | 1.2k | 63.02 | |
Express Scripts Holding | 0.0 | $85k | 1.1k | 75.69 | |
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.0 | $85k | 2.2k | 37.98 | |
Wisdomtree Us Smallcap Dividen mf (DGRS) | 0.0 | $79k | 2.2k | 35.68 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $76k | 5.3k | 14.38 | |
HSBC Holdings (HSBC) | 0.0 | $38k | 745.00 | 51.01 | |
Monsanto Company | 0.0 | $61k | 514.00 | 118.68 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $50k | 137.00 | 364.96 | |
SYSCO Corporation (SYY) | 0.0 | $41k | 675.00 | 60.74 | |
AFLAC Incorporated (AFL) | 0.0 | $53k | 601.00 | 88.19 | |
CVS Caremark Corporation (CVS) | 0.0 | $56k | 757.00 | 73.98 | |
Thermo Fisher Scientific (TMO) | 0.0 | $54k | 284.00 | 190.14 | |
Altria (MO) | 0.0 | $58k | 822.00 | 70.56 | |
General Mills (GIS) | 0.0 | $56k | 945.00 | 59.26 | |
Hess (HES) | 0.0 | $57k | 1.2k | 47.50 | |
Nextera Energy (NEE) | 0.0 | $62k | 400.00 | 155.00 | |
Praxair | 0.0 | $60k | 388.00 | 154.64 | |
Stryker Corporation (SYK) | 0.0 | $61k | 392.00 | 155.61 | |
Southern Company (SO) | 0.0 | $48k | 1.0k | 48.00 | |
Lowe's Companies (LOW) | 0.0 | $51k | 549.00 | 92.90 | |
Omni (OMC) | 0.0 | $55k | 757.00 | 72.66 | |
Cousins Properties | 0.0 | $39k | 4.2k | 9.22 | |
Fiserv (FI) | 0.0 | $46k | 350.00 | 131.43 | |
Old National Ban (ONB) | 0.0 | $49k | 2.8k | 17.48 | |
Magellan Midstream Partners | 0.0 | $54k | 760.00 | 71.05 | |
iShares Gold Trust | 0.0 | $46k | 3.7k | 12.39 | |
CBOE Holdings (CBOE) | 0.0 | $43k | 345.00 | 124.64 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $53k | 154.00 | 344.16 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $58k | 754.00 | 76.92 | |
Vanguard Value ETF (VTV) | 0.0 | $45k | 427.00 | 105.39 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $57k | 365.00 | 156.16 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $57k | 388.00 | 146.91 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.0 | $62k | 2.5k | 24.62 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $52k | 430.00 | 120.93 | |
Interxion Holding | 0.0 | $55k | 931.00 | 59.08 | |
Zynga | 0.0 | $61k | 15k | 4.00 | |
News (NWSA) | 0.0 | $43k | 2.7k | 15.66 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $41k | 1.1k | 37.65 | |
Nantkwest | 0.0 | $59k | 13k | 4.46 | |
Waste Connections (WCN) | 0.0 | $46k | 645.00 | 71.32 | |
Dxc Technology (DXC) | 0.0 | $41k | 432.00 | 94.91 | |
Annaly Capital Management | 0.0 | $31k | 2.6k | 11.83 | |
Progressive Corporation (PGR) | 0.0 | $17k | 307.00 | 55.37 | |
Charles Schwab Corporation (SCHW) | 0.0 | $27k | 522.00 | 51.72 | |
State Street Corporation (STT) | 0.0 | $21k | 220.00 | 95.45 | |
Ameriprise Financial (AMP) | 0.0 | $30k | 175.00 | 171.43 | |
Ecolab (ECL) | 0.0 | $18k | 136.00 | 132.35 | |
FedEx Corporation (FDX) | 0.0 | $30k | 121.00 | 247.93 | |
Baxter International (BAX) | 0.0 | $37k | 565.00 | 65.49 | |
Eli Lilly & Co. (LLY) | 0.0 | $16k | 191.00 | 83.77 | |
Paychex (PAYX) | 0.0 | $21k | 302.00 | 69.54 | |
Ross Stores (ROST) | 0.0 | $14k | 170.00 | 82.35 | |
International Paper Company (IP) | 0.0 | $13k | 214.00 | 60.75 | |
Nokia Corporation (NOK) | 0.0 | $15k | 3.0k | 5.00 | |
Masco Corporation (MAS) | 0.0 | $22k | 500.00 | 44.00 | |
Tyson Foods (TSN) | 0.0 | $20k | 250.00 | 80.00 | |
Eastman Chemical Company (EMN) | 0.0 | $19k | 209.00 | 90.91 | |
Raytheon Company | 0.0 | $23k | 119.00 | 193.28 | |
Waters Corporation (WAT) | 0.0 | $19k | 100.00 | 190.00 | |
Yum! Brands (YUM) | 0.0 | $20k | 246.00 | 81.30 | |
ConocoPhillips (COP) | 0.0 | $27k | 504.00 | 53.57 | |
Diageo (DEO) | 0.0 | $27k | 185.00 | 145.95 | |
Royal Dutch Shell | 0.0 | $33k | 500.00 | 66.00 | |
Ford Motor Company (F) | 0.0 | $27k | 2.2k | 12.18 | |
Accenture (ACN) | 0.0 | $25k | 161.00 | 155.28 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $18k | 165.00 | 109.09 | |
Fifth Third Ban (FITB) | 0.0 | $26k | 853.00 | 30.48 | |
Hershey Company (HSY) | 0.0 | $23k | 200.00 | 115.00 | |
Kellogg Company (K) | 0.0 | $18k | 264.00 | 68.18 | |
W.R. Berkley Corporation (WRB) | 0.0 | $27k | 381.00 | 70.87 | |
ConAgra Foods (CAG) | 0.0 | $13k | 350.00 | 37.14 | |
HDFC Bank (HDB) | 0.0 | $27k | 270.00 | 100.00 | |
J.M. Smucker Company (SJM) | 0.0 | $13k | 106.00 | 122.64 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $20k | 250.00 | 80.00 | |
Energy Select Sector SPDR (XLE) | 0.0 | $13k | 180.00 | 72.22 | |
Enterprise Products Partners (EPD) | 0.0 | $27k | 1.0k | 27.00 | |
iShares Russell 1000 Index (IWB) | 0.0 | $28k | 190.00 | 147.37 | |
SCANA Corporation | 0.0 | $22k | 545.00 | 40.37 | |
British American Tobac (BTI) | 0.0 | $19k | 277.00 | 68.59 | |
Texas Roadhouse (TXRH) | 0.0 | $14k | 275.00 | 50.91 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $16k | 156.00 | 102.56 | |
Technology SPDR (XLK) | 0.0 | $30k | 465.00 | 64.52 | |
iShares S&P 100 Index (OEF) | 0.0 | $18k | 150.00 | 120.00 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $19k | 93.00 | 204.30 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $21k | 112.00 | 187.50 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $24k | 132.00 | 181.82 | |
Oneok (OKE) | 0.0 | $21k | 400.00 | 52.50 | |
Dollar General (DG) | 0.0 | $31k | 335.00 | 92.54 | |
Consumer Discretionary SPDR (XLY) | 0.0 | $15k | 150.00 | 100.00 | |
PowerShares Water Resources | 0.0 | $28k | 917.00 | 30.53 | |
Adams Express Company (ADX) | 0.0 | $31k | 2.0k | 15.17 | |
General Motors Company (GM) | 0.0 | $37k | 900.00 | 41.11 | |
Vanguard REIT ETF (VNQ) | 0.0 | $34k | 404.00 | 84.16 | |
SPDR S&P International Small Cap (GWX) | 0.0 | $34k | 969.00 | 35.09 | |
iShares Morningstar Mid Core Index (IMCB) | 0.0 | $15k | 80.00 | 187.50 | |
IQ Hedge Multi-Strategy Tracker (QAI) | 0.0 | $26k | 841.00 | 30.92 | |
Blackrock Muniassets Fund (MUA) | 0.0 | $20k | 1.3k | 15.13 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 0.0 | $16k | 560.00 | 28.57 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $17k | 345.00 | 49.28 | |
Sodastream International | 0.0 | $18k | 250.00 | 72.00 | |
Rydex S&P Equal Weight Health Care | 0.0 | $18k | 100.00 | 180.00 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $37k | 671.00 | 55.14 | |
Powershares Etf Tr Ii s^p smcp consu | 0.0 | $17k | 225.00 | 75.56 | |
Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $13k | 388.00 | 33.51 | |
Ubs Ag Jersey Brh dj commd etn39 | 0.0 | $21k | 1.3k | 15.64 | |
Spdr S&p Emerging Mkts Dividen inx (EDIV) | 0.0 | $34k | 1.1k | 32.08 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $20k | 482.00 | 41.49 | |
Powershares Etf Tr Ii s^p500 low vol | 0.0 | $20k | 408.00 | 49.02 | |
Ingredion Incorporated (INGR) | 0.0 | $28k | 200.00 | 140.00 | |
Claymore Exchange Trd Fd Tr gug blt2018 hy | 0.0 | $22k | 882.00 | 24.94 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $33k | 537.00 | 61.45 | |
American Airls (AAL) | 0.0 | $26k | 500.00 | 52.00 | |
Claymore Exchange Trd Fd Tr gug bul 2019 hy | 0.0 | $22k | 905.00 | 24.31 | |
Guggenheim Bulletshares 2020 H mf | 0.0 | $22k | 898.00 | 24.50 | |
Claymore Exchange Trd Fd Tr 2022 hg yld cb | 0.0 | $23k | 931.00 | 24.70 | |
Claymore Exchange Trd Fd Tr 2021 hg yld cb | 0.0 | $22k | 886.00 | 24.83 | |
Crown Castle Intl (CCI) | 0.0 | $22k | 200.00 | 110.00 | |
Medtronic (MDT) | 0.0 | $24k | 308.00 | 77.92 | |
Edgewell Pers Care (EPC) | 0.0 | $14k | 234.00 | 59.83 | |
Chemours (CC) | 0.0 | $19k | 375.00 | 50.67 | |
Claymore Exchange Trd Fd Tr gugenhim 2023 | 0.0 | $23k | 880.00 | 26.14 | |
Fortive (FTV) | 0.0 | $28k | 381.00 | 73.49 | |
Ishares Inc msci em esg se (ESGE) | 0.0 | $22k | 292.00 | 75.34 | |
Ishares Tr msci eafe esg (ESGD) | 0.0 | $27k | 402.00 | 67.16 | |
Altaba | 0.0 | $21k | 304.00 | 69.08 | |
Micro Focus Intl | 0.0 | $24k | 667.00 | 35.98 | |
Compass Minerals International (CMP) | 0.0 | $6.0k | 77.00 | 77.92 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $6.0k | 433.00 | 13.86 | |
Barrick Gold Corp (GOLD) | 0.0 | $11k | 760.00 | 14.47 | |
Broadridge Financial Solutions (BR) | 0.0 | $3.0k | 29.00 | 103.45 | |
Western Union Company (WU) | 0.0 | $5.0k | 240.00 | 20.83 | |
Fidelity National Information Services (FIS) | 0.0 | $2.0k | 25.00 | 80.00 | |
Total System Services | 0.0 | $2.0k | 28.00 | 71.43 | |
Blackstone | 0.0 | $6.0k | 200.00 | 30.00 | |
Equifax (EFX) | 0.0 | $6.0k | 50.00 | 120.00 | |
Moody's Corporation (MCO) | 0.0 | $5.0k | 34.00 | 147.06 | |
Health Care SPDR (XLV) | 0.0 | $8.0k | 100.00 | 80.00 | |
Cracker Barrel Old Country Store (CBRL) | 0.0 | $4.0k | 25.00 | 160.00 | |
Hawaiian Electric Industries (HE) | 0.0 | $10k | 290.00 | 34.48 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $9.0k | 75.00 | 120.00 | |
Microchip Technology (MCHP) | 0.0 | $0 | 5.00 | 0.00 | |
Stanley Black & Decker (SWK) | 0.0 | $10k | 59.00 | 169.49 | |
T. Rowe Price (TROW) | 0.0 | $11k | 107.00 | 102.80 | |
Boston Scientific Corporation (BSX) | 0.0 | $6.0k | 235.00 | 25.53 | |
Harris Corporation | 0.0 | $5.0k | 33.00 | 151.52 | |
Hanesbrands (HBI) | 0.0 | $2.0k | 88.00 | 22.73 | |
DaVita (DVA) | 0.0 | $3.0k | 48.00 | 62.50 | |
Whirlpool Corporation (WHR) | 0.0 | $4.0k | 26.00 | 153.85 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $5.0k | 61.00 | 81.97 | |
Foot Locker (FL) | 0.0 | $6.0k | 138.00 | 43.48 | |
Celestica | 0.0 | $4.0k | 370.00 | 10.81 | |
Synopsys (SNPS) | 0.0 | $8.0k | 91.00 | 87.91 | |
Rockwell Collins | 0.0 | $5.0k | 35.00 | 142.86 | |
Valero Energy Corporation (VLO) | 0.0 | $6.0k | 61.00 | 98.36 | |
CenturyLink | 0.0 | $999.900000 | 55.00 | 18.18 | |
Potash Corp. Of Saskatchewan I | 0.0 | $10k | 505.00 | 19.80 | |
Becton, Dickinson and (BDX) | 0.0 | $2.0k | 9.00 | 222.22 | |
Helmerich & Payne (HP) | 0.0 | $8.0k | 128.00 | 62.50 | |
Novartis (NVS) | 0.0 | $2.0k | 18.00 | 111.11 | |
PerkinElmer (RVTY) | 0.0 | $2.0k | 26.00 | 76.92 | |
NiSource (NI) | 0.0 | $2.0k | 94.00 | 21.28 | |
Anadarko Petroleum Corporation | 0.0 | $2.0k | 31.00 | 64.52 | |
Capital One Financial (COF) | 0.0 | $10k | 104.00 | 96.15 | |
CIGNA Corporation | 0.0 | $10k | 50.00 | 200.00 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $12k | 157.00 | 76.43 | |
Telefonica (TEF) | 0.0 | $11k | 1.1k | 9.65 | |
Exelon Corporation (EXC) | 0.0 | $8.0k | 200.00 | 40.00 | |
Stericycle (SRCL) | 0.0 | $6.0k | 89.00 | 67.42 | |
Illinois Tool Works (ITW) | 0.0 | $2.0k | 12.00 | 166.67 | |
Marriott International (MAR) | 0.0 | $8.0k | 59.00 | 135.59 | |
Markel Corporation (MKL) | 0.0 | $10k | 9.00 | 1111.11 | |
Prudential Financial (PRU) | 0.0 | $11k | 90.00 | 122.22 | |
Service Corporation International (SCI) | 0.0 | $6.0k | 174.00 | 34.48 | |
Bce (BCE) | 0.0 | $10k | 211.00 | 47.39 | |
PPL Corporation (PPL) | 0.0 | $12k | 400.00 | 30.00 | |
Sempra Energy (SRE) | 0.0 | $6.0k | 60.00 | 100.00 | |
Chesapeake Energy Corporation | 0.0 | $0 | 120.00 | 0.00 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $8.0k | 96.00 | 83.33 | |
Marathon Oil Corporation (MRO) | 0.0 | $5.0k | 293.00 | 17.06 | |
Southwest Gas Corporation (SWX) | 0.0 | $3.0k | 34.00 | 88.24 | |
SPDR Gold Trust (GLD) | 0.0 | $3.0k | 21.00 | 142.86 | |
Advanced Micro Devices (AMD) | 0.0 | $4.0k | 346.00 | 11.56 | |
Industrial SPDR (XLI) | 0.0 | $6.0k | 75.00 | 80.00 | |
salesforce (CRM) | 0.0 | $8.0k | 76.00 | 105.26 | |
Under Armour (UAA) | 0.0 | $2.0k | 140.00 | 14.29 | |
Companhia Paranaense de Energia | 0.0 | $4.0k | 461.00 | 8.68 | |
BHP Billiton (BHP) | 0.0 | $0 | 4.00 | 0.00 | |
Chipotle Mexican Grill (CMG) | 0.0 | $10k | 33.00 | 303.03 | |
Jabil Circuit (JBL) | 0.0 | $3.0k | 115.00 | 26.09 | |
MetLife (MET) | 0.0 | $3.0k | 62.00 | 48.39 | |
Omega Healthcare Investors (OHI) | 0.0 | $5.0k | 176.00 | 28.41 | |
Calavo Growers (CVGW) | 0.0 | $8.0k | 100.00 | 80.00 | |
P.H. Glatfelter Company | 0.0 | $4.0k | 209.00 | 19.14 | |
Lululemon Athletica (LULU) | 0.0 | $6.0k | 73.00 | 82.19 | |
Gentex Corporation (GNTX) | 0.0 | $7.0k | 350.00 | 20.00 | |
Lloyds TSB (LYG) | 0.0 | $5.0k | 1.4k | 3.52 | |
Dex (DXCM) | 0.0 | $8.0k | 142.00 | 56.34 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $8.0k | 47.00 | 170.21 | |
Silvercorp Metals (SVM) | 0.0 | $11k | 4.0k | 2.72 | |
American International (AIG) | 0.0 | $3.0k | 55.00 | 54.55 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $8.0k | 50.00 | 160.00 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $1.0k | 6.00 | 166.67 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $6.0k | 29.00 | 206.90 | |
iShares Russell 2000 Value Index (IWN) | 0.0 | $1.0k | 6.00 | 166.67 | |
Financial Select Sector SPDR (XLF) | 0.0 | $6.0k | 218.00 | 27.52 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $3.0k | 37.00 | 81.08 | |
Tesla Motors (TSLA) | 0.0 | $12k | 38.00 | 315.79 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $9.0k | 546.00 | 16.48 | |
KKR & Co | 0.0 | $5.0k | 256.00 | 19.53 | |
Liberty All-Star Equity Fund (USA) | 0.0 | $8.0k | 1.3k | 6.27 | |
Putnam Premier Income Trust (PPT) | 0.0 | $2.0k | 318.00 | 6.29 | |
Vanguard Materials ETF (VAW) | 0.0 | $8.0k | 58.00 | 137.93 | |
SPDR S&P Emerging Markets (SPEM) | 0.0 | $4.0k | 113.00 | 35.40 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $6.0k | 50.00 | 120.00 | |
Vanguard Health Care ETF (VHT) | 0.0 | $10k | 62.00 | 161.29 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $8.0k | 241.00 | 33.20 | |
iShares Russell 3000 Growth Index (IUSG) | 0.0 | $3.0k | 62.00 | 48.39 | |
Putnam High Income Securities Fund | 0.0 | $3.0k | 333.00 | 9.01 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $7.0k | 70.00 | 100.00 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $3.0k | 239.00 | 12.55 | |
Rydex S&P MidCap 400 Pure Value ETF | 0.0 | $7.0k | 104.00 | 67.31 | |
Vanguard Industrials ETF (VIS) | 0.0 | $4.0k | 27.00 | 148.15 | |
WisdomTree DEFA (DWM) | 0.0 | $11k | 200.00 | 55.00 | |
Pengrowth Energy Corp | 0.0 | $2.0k | 3.1k | 0.64 | |
Rydex Etf Trust s^p500 pur val | 0.0 | $1.0k | 14.00 | 71.43 | |
Schwab Strategic Tr cmn (SCHV) | 0.0 | $4.0k | 83.00 | 48.19 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $4.0k | 64.00 | 62.50 | |
American Intl Group | 0.0 | $3.0k | 160.00 | 18.75 | |
Te Connectivity Ltd for (TEL) | 0.0 | $8.0k | 85.00 | 94.12 | |
Kinder Morgan (KMI) | 0.0 | $12k | 638.00 | 18.81 | |
Rpx Corp | 0.0 | $2.0k | 183.00 | 10.93 | |
Kemper Corp Del (KMPR) | 0.0 | $0 | 6.00 | 0.00 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $4.0k | 86.00 | 46.51 | |
First Trust Strategic | 0.0 | $1.0k | 50.00 | 20.00 | |
Spdr Series Trust hlth care svcs (XHS) | 0.0 | $12k | 200.00 | 60.00 | |
Hannon Armstrong (HASI) | 0.0 | $7.0k | 300.00 | 23.33 | |
Sirius Xm Holdings (SIRI) | 0.0 | $2.0k | 200.00 | 10.00 | |
Vodafone Group New Adr F (VOD) | 0.0 | $9.0k | 292.00 | 30.82 | |
One Gas (OGS) | 0.0 | $7.0k | 100.00 | 70.00 | |
Alps Etf Tr (EDOG) | 0.0 | $2.0k | 107.00 | 18.69 | |
Ark Etf Tr indl innovatin (ARKQ) | 0.0 | $6.0k | 168.00 | 35.71 | |
Mylan Nv | 0.0 | $2.0k | 45.00 | 44.44 | |
Windstream Holdings | 0.0 | $4.0k | 2.2k | 1.84 | |
Topbuild (BLD) | 0.0 | $4.0k | 55.00 | 72.73 | |
Westrock (WRK) | 0.0 | $6.0k | 90.00 | 66.67 | |
Welltower Inc Com reit (WELL) | 0.0 | $5.0k | 75.00 | 66.67 | |
Aqua Metals (AQMS) | 0.0 | $2.0k | 1.0k | 2.00 | |
Wisdomtree Continuous Commodity Index Fund etf | 0.0 | $5.0k | 259.00 | 19.31 | |
Under Armour Inc Cl C (UA) | 0.0 | $2.0k | 140.00 | 14.29 | |
Vaneck Vectors Pharmaceutical etf (PPH) | 0.0 | $10k | 168.00 | 59.52 | |
California Res Corp | 0.0 | $0 | 6.00 | 0.00 | |
Ingevity (NGVT) | 0.0 | $1.0k | 15.00 | 66.67 | |
Xl | 0.0 | $2.0k | 45.00 | 44.44 | |
Dell Technologies Inc Class V equity | 0.0 | $999.990000 | 9.00 | 111.11 | |
Advansix (ASIX) | 0.0 | $999.960000 | 26.00 | 38.46 | |
Halcon Res | 0.0 | $0 | 11.00 | 0.00 | |
Guggen Bltshr 2024 Hy Corp cmn | 0.0 | $7.0k | 289.00 | 24.22 | |
Yum China Holdings (YUMC) | 0.0 | $8.0k | 184.00 | 43.48 | |
Bancorp 34 (BCTF) | 0.0 | $10k | 698.00 | 14.33 | |
Snap Inc cl a (SNAP) | 0.0 | $3.0k | 200.00 | 15.00 | |
Frontier Communication | 0.0 | $2.0k | 327.00 | 6.12 | |
Powershares Etf Tr Ii s&p sml qlty | 0.0 | $0 | 11.00 | 0.00 | |
Brighthouse Finl (BHF) | 0.0 | $0 | 5.00 | 0.00 | |
Delphi Automotive Inc international (APTV) | 0.0 | $4.0k | 48.00 | 83.33 | |
Delphi Technologies | 0.0 | $1.0k | 16.00 | 62.50 |