Asset Dedication as of June 30, 2017
Portfolio Holdings for Asset Dedication
Asset Dedication holds 382 positions in its portfolio as reported in the June 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) | 4.1 | $8.2M | 141k | 57.77 | |
Schwab U S Broad Market ETF (SCHB) | 3.2 | $6.4M | 109k | 58.43 | |
iShares S&P MidCap 400 Value Index (IJJ) | 2.6 | $5.2M | 35k | 148.57 | |
iShares S&P 1500 Index Fund (ITOT) | 2.6 | $5.2M | 93k | 55.44 | |
Schwab U S Small Cap ETF (SCHA) | 2.5 | $5.0M | 78k | 63.86 | |
Claymore Exchange Trd Fd Tr gug bull2020 e | 2.5 | $4.9M | 229k | 21.49 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 2.4 | $4.7M | 222k | 21.18 | |
Claymore Exchange-traded Fd gugg crp bd 2017 | 2.3 | $4.6M | 204k | 22.55 | |
Sch Fnd Intl Lg Etf (FNDF) | 2.1 | $4.2M | 151k | 28.04 | |
Gugenheim Bulletshares 2022 Corp Bd | 1.9 | $3.8M | 180k | 21.24 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.8 | $3.7M | 60k | 60.84 | |
Claymore Exchange Trd Fd Tr gug bull2018 e | 1.8 | $3.5M | 165k | 21.12 | |
Claymore Exchange Trd Fd Tr gug bull2019 e | 1.7 | $3.5M | 164k | 21.20 | |
Claymore Exchange Trd Fd Tr 2023 corp bond | 1.7 | $3.3M | 159k | 20.92 | |
Vanguard Energy ETF (VDE) | 1.6 | $3.3M | 37k | 88.50 | |
Rydex Etf Trust cmn | 1.5 | $3.0M | 95k | 31.75 | |
Ishares Inc core msci emkt (IEMG) | 1.5 | $3.0M | 60k | 50.11 | |
Ishares Inc em mkt min vol (EEMV) | 1.5 | $2.9M | 53k | 55.08 | |
Claymore Exchange Trd Fd Tr 2024 corp bond | 1.5 | $2.9M | 142k | 20.75 | |
Vanguard Emerging Markets ETF (VWO) | 1.4 | $2.7M | 66k | 40.83 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.3 | $2.6M | 52k | 50.06 | |
Vanguard S&p 500 Etf idx (VOO) | 1.3 | $2.5M | 11k | 222.06 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 1.2 | $2.4M | 47k | 51.99 | |
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 1.2 | $2.4M | 91k | 26.65 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $2.4M | 26k | 91.30 | |
Vanguard High Dividend Yield ETF (VYM) | 1.2 | $2.4M | 31k | 78.19 | |
Vanguard Growth ETF (VUG) | 1.1 | $2.2M | 18k | 127.01 | |
Ishares 2020 Amt-free Muni Bond Etf | 1.1 | $2.2M | 87k | 25.60 | |
Amazon (AMZN) | 1.1 | $2.2M | 2.2k | 974.63 | |
Microsoft Corporation (MSFT) | 0.9 | $1.9M | 27k | 68.34 | |
iShares Lehman Aggregate Bond (AGG) | 0.9 | $1.8M | 17k | 109.52 | |
Ishares Tr ibonds dec 21 | 0.9 | $1.8M | 69k | 25.83 | |
Boeing Company (BA) | 0.9 | $1.7M | 8.8k | 199.27 | |
Apple (AAPL) | 0.9 | $1.8M | 12k | 143.12 | |
Ishares Tr core strm usbd (ISTB) | 0.9 | $1.7M | 35k | 50.27 | |
McDonald's Corporation (MCD) | 0.8 | $1.7M | 11k | 152.85 | |
Johnson & Johnson (JNJ) | 0.8 | $1.6M | 12k | 132.97 | |
SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.8 | $1.6M | 16k | 95.95 | |
Coca-Cola Company (KO) | 0.8 | $1.5M | 35k | 44.56 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.8 | $1.5M | 13k | 119.27 | |
Walt Disney Company (DIS) | 0.8 | $1.5M | 14k | 105.47 | |
UnitedHealth (UNH) | 0.8 | $1.5M | 8.1k | 184.30 | |
Home Depot (HD) | 0.7 | $1.5M | 9.6k | 152.74 | |
3M Company (MMM) | 0.7 | $1.5M | 7.1k | 207.68 | |
iShares S&P 500 Index (IVV) | 0.7 | $1.4M | 5.7k | 242.59 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.7 | $1.3M | 9.6k | 140.11 | |
E.I. du Pont de Nemours & Company | 0.6 | $1.2M | 15k | 80.58 | |
Guggenheim Bulletshares 2025 Corp Etf gugenhim 2025 | 0.6 | $1.2M | 58k | 20.63 | |
Intel Corporation (INTC) | 0.6 | $1.2M | 35k | 33.74 | |
I Shares 2019 Etf | 0.6 | $1.2M | 46k | 25.49 | |
Merck & Co (MRK) | 0.6 | $1.2M | 18k | 63.23 | |
Comcast Corporation (CMCSA) | 0.6 | $1.1M | 29k | 38.79 | |
Ishares S&p Amt-free Municipal | 0.6 | $1.1M | 44k | 25.45 | |
Facebook Inc cl a (META) | 0.6 | $1.1M | 7.3k | 151.95 | |
Berkshire Hathaway (BRK.B) | 0.6 | $1.1M | 6.4k | 168.90 | |
Ishares Tr core div grwth (DGRO) | 0.5 | $1.1M | 34k | 31.37 | |
Ishares Inc emrgmkt dividx (DVYE) | 0.5 | $1.1M | 26k | 40.14 | |
iShares Dow Jones Select Dividend (DVY) | 0.5 | $1.0M | 11k | 92.13 | |
Ishares Tr 2017 s^p amtfr | 0.5 | $1.0M | 38k | 27.20 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.0M | 13k | 80.64 | |
Bank of America Corporation (BAC) | 0.5 | $990k | 41k | 23.98 | |
General Electric Company | 0.5 | $987k | 36k | 27.12 | |
Visa (V) | 0.5 | $990k | 11k | 93.73 | |
United Technologies Corporation | 0.5 | $966k | 7.9k | 122.05 | |
Pepsi (PEP) | 0.5 | $954k | 8.3k | 114.93 | |
Pfizer (PFE) | 0.5 | $926k | 28k | 33.45 | |
At&t (T) | 0.5 | $926k | 25k | 37.62 | |
Cisco Systems (CSCO) | 0.5 | $924k | 30k | 30.81 | |
American Express Company (AXP) | 0.5 | $891k | 11k | 83.87 | |
Oracle Corporation (ORCL) | 0.5 | $897k | 18k | 50.50 | |
Chevron Corporation (CVX) | 0.4 | $877k | 8.4k | 104.39 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $877k | 960.00 | 913.54 | |
Ishares Tr ibonds dec 22 | 0.4 | $860k | 33k | 26.04 | |
Verizon Communications (VZ) | 0.4 | $835k | 19k | 44.98 | |
Procter & Gamble Company (PG) | 0.4 | $837k | 9.7k | 85.89 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 0.4 | $837k | 25k | 33.57 | |
Caterpillar (CAT) | 0.4 | $817k | 7.7k | 105.61 | |
Wal-Mart Stores (WMT) | 0.4 | $803k | 11k | 74.73 | |
International Business Machines (IBM) | 0.4 | $754k | 4.9k | 153.16 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.4 | $759k | 9.0k | 84.62 | |
Citigroup (C) | 0.4 | $748k | 11k | 66.22 | |
Vanguard Small-Cap Value ETF (VBR) | 0.4 | $742k | 6.1k | 122.52 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.4 | $716k | 12k | 57.86 | |
Nike (NKE) | 0.3 | $693k | 12k | 58.22 | |
Rydex Etf Trust russ2000 eq w | 0.3 | $684k | 14k | 50.09 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $647k | 14k | 45.11 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $638k | 2.6k | 242.03 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $619k | 2.9k | 213.08 | |
SPDR S&P Emerging Markets Small Cap (EWX) | 0.3 | $611k | 13k | 46.21 | |
Ishares High Dividend Equity F (HDV) | 0.3 | $610k | 7.3k | 83.11 | |
iShares Russell 3000 Index (IWV) | 0.3 | $603k | 4.2k | 144.09 | |
Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.3 | $589k | 18k | 32.48 | |
Wells Fargo & Company (WFC) | 0.3 | $566k | 10k | 54.70 | |
Spdr Index Shs Fds em qual mix (QEMM) | 0.3 | $559k | 9.7k | 57.63 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $531k | 4.3k | 124.12 | |
SPDR S&P Dividend (SDY) | 0.3 | $525k | 5.9k | 88.98 | |
Ishares Tr eafe min volat (EFAV) | 0.3 | $524k | 7.6k | 69.21 | |
NVIDIA Corporation (NVDA) | 0.2 | $478k | 3.3k | 143.46 | |
Amgen (AMGN) | 0.2 | $473k | 2.7k | 172.88 | |
Fidelity msci rl est etf (FREL) | 0.2 | $477k | 20k | 24.19 | |
Goldman Sachs (GS) | 0.2 | $452k | 2.0k | 224.32 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $451k | 3.8k | 119.09 | |
Enterprise Financial Services (EFSC) | 0.2 | $446k | 11k | 40.77 | |
Duke Energy (DUK) | 0.2 | $425k | 5.1k | 83.53 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $408k | 434.00 | 940.09 | |
Netflix (NFLX) | 0.2 | $406k | 2.7k | 150.26 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.2 | $366k | 7.3k | 50.46 | |
Twenty-first Century Fox | 0.2 | $349k | 12k | 28.14 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $341k | 2.4k | 144.86 | |
Texas Instruments Incorporated (TXN) | 0.2 | $345k | 4.4k | 78.41 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.2 | $347k | 14k | 24.29 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $333k | 994.00 | 335.01 | |
Costco Wholesale Corporation (COST) | 0.2 | $311k | 2.0k | 158.84 | |
Metropcs Communications (TMUS) | 0.2 | $326k | 5.5k | 59.34 | |
Broad | 0.2 | $320k | 1.4k | 236.69 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $290k | 612.00 | 473.86 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $290k | 4.5k | 64.92 | |
Mondelez Int (MDLZ) | 0.1 | $292k | 6.8k | 43.03 | |
Abbvie (ABBV) | 0.1 | $307k | 4.2k | 72.32 | |
Guggen Bltshr 2026 Corp Bond cmn | 0.1 | $308k | 16k | 19.56 | |
U.S. Bancorp (USB) | 0.1 | $264k | 5.1k | 51.97 | |
Automatic Data Processing (ADP) | 0.1 | $268k | 2.7k | 99.96 | |
Express Scripts Holding | 0.1 | $268k | 4.2k | 64.56 | |
Abbott Laboratories (ABT) | 0.1 | $240k | 5.0k | 47.78 | |
Morgan Stanley (MS) | 0.1 | $244k | 5.5k | 44.55 | |
Colgate-Palmolive Company (CL) | 0.1 | $234k | 3.2k | 74.26 | |
Deere & Company (DE) | 0.1 | $242k | 2.0k | 123.34 | |
Baidu (BIDU) | 0.1 | $245k | 1.4k | 176.01 | |
Southwest Airlines (LUV) | 0.1 | $243k | 3.9k | 62.02 | |
iShares MSCI BRIC Index Fund (BKF) | 0.1 | $245k | 6.6k | 37.28 | |
iShares Russell Microcap Index (IWC) | 0.1 | $241k | 2.7k | 88.47 | |
D Ishares (EEMS) | 0.1 | $239k | 5.1k | 46.42 | |
Qualcomm (QCOM) | 0.1 | $219k | 4.0k | 54.83 | |
Schwab International Equity ETF (SCHF) | 0.1 | $224k | 7.0k | 31.80 | |
Schlumberger (SLB) | 0.1 | $204k | 3.1k | 66.23 | |
General Dynamics Corporation (GD) | 0.1 | $192k | 967.00 | 198.55 | |
Time Warner | 0.1 | $172k | 1.7k | 100.17 | |
PowerShares Dynamic Finl Sec Fnd | 0.1 | $188k | 6.0k | 31.47 | |
Eaton (ETN) | 0.1 | $174k | 2.2k | 77.99 | |
Anthem (ELV) | 0.1 | $179k | 959.00 | 186.65 | |
McKesson Corporation (MCK) | 0.1 | $165k | 1.0k | 163.69 | |
Gilead Sciences (GILD) | 0.1 | $168k | 2.4k | 71.37 | |
WisdomTree SmallCap Earnings Fund (EES) | 0.1 | $156k | 4.8k | 32.77 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.1 | $162k | 4.8k | 33.92 | |
Kraft Heinz (KHC) | 0.1 | $151k | 1.8k | 85.94 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.1 | $154k | 3.9k | 39.67 | |
BP (BP) | 0.1 | $144k | 4.1k | 34.74 | |
Bristol Myers Squibb (BMY) | 0.1 | $141k | 2.5k | 55.47 | |
United Parcel Service (UPS) | 0.1 | $140k | 1.3k | 109.63 | |
Starbucks Corporation (SBUX) | 0.1 | $141k | 2.5k | 57.32 | |
Celgene Corporation | 0.1 | $138k | 1.1k | 129.70 | |
United Sts Commodity Index F (USCI) | 0.1 | $137k | 3.6k | 38.27 | |
Phillips 66 (PSX) | 0.1 | $132k | 1.6k | 82.91 | |
Philip Morris International (PM) | 0.1 | $120k | 1.0k | 117.99 | |
Biogen Idec (BIIB) | 0.1 | $126k | 457.00 | 275.71 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $111k | 1.2k | 92.19 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.1 | $117k | 825.00 | 141.82 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $112k | 800.00 | 140.00 | |
SPDR S&P International Dividend (DWX) | 0.1 | $129k | 3.3k | 38.88 | |
Rydex Etf Trust indls etf | 0.1 | $114k | 1.1k | 108.26 | |
Rydex Etf Trust s^psc600 purvl | 0.1 | $118k | 1.8k | 66.22 | |
Consolidated Edison (ED) | 0.1 | $105k | 1.3k | 80.77 | |
eBay (EBAY) | 0.1 | $98k | 3.0k | 32.64 | |
SPDR Gold Trust (GLD) | 0.1 | $93k | 785.00 | 118.47 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $93k | 300.00 | 310.00 | |
First Ban (FBNC) | 0.1 | $94k | 3.0k | 31.39 | |
Vanguard Consumer Staples ETF (VDC) | 0.1 | $101k | 714.00 | 141.46 | |
Michael Kors Holdings | 0.1 | $103k | 2.8k | 36.40 | |
Nantkwest | 0.1 | $100k | 13k | 7.56 | |
Lincoln National Corporation (LNC) | 0.0 | $77k | 1.1k | 67.60 | |
Norfolk Southern (NSC) | 0.0 | $75k | 613.00 | 122.35 | |
Snap-on Incorporated (SNA) | 0.0 | $80k | 509.00 | 157.17 | |
Lockheed Martin Corporation (LMT) | 0.0 | $87k | 311.00 | 279.74 | |
VCA Antech | 0.0 | $85k | 925.00 | 91.89 | |
Public Service Enterprise (PEG) | 0.0 | $73k | 1.7k | 42.94 | |
Verisk Analytics (VRSK) | 0.0 | $87k | 1.0k | 83.98 | |
Micron Technology (MU) | 0.0 | $76k | 2.5k | 29.98 | |
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $72k | 575.00 | 125.22 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $72k | 1.3k | 54.84 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $78k | 1.9k | 41.34 | |
PowerShares FTSE RAFI Developed Markets | 0.0 | $83k | 2.0k | 41.52 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $84k | 619.00 | 135.70 | |
iShares Dow Jones US Pharm Indx (IHE) | 0.0 | $83k | 535.00 | 155.14 | |
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.0 | $78k | 2.2k | 34.85 | |
Alibaba Group Holding (BABA) | 0.0 | $80k | 570.00 | 140.35 | |
Paypal Holdings (PYPL) | 0.0 | $70k | 1.3k | 54.22 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $67k | 1.6k | 41.61 | |
Dow Chemical Company | 0.0 | $56k | 881.00 | 63.56 | |
Emerson Electric (EMR) | 0.0 | $69k | 1.2k | 59.59 | |
CVS Caremark Corporation (CVS) | 0.0 | $65k | 806.00 | 80.65 | |
Altria (MO) | 0.0 | $61k | 822.00 | 74.21 | |
ConocoPhillips (COP) | 0.0 | $64k | 1.5k | 43.81 | |
General Mills (GIS) | 0.0 | $52k | 945.00 | 55.03 | |
Hess (HES) | 0.0 | $53k | 1.2k | 44.17 | |
Nextera Energy (NEE) | 0.0 | $56k | 400.00 | 140.00 | |
Praxair | 0.0 | $52k | 388.00 | 134.02 | |
Stryker Corporation (SYK) | 0.0 | $53k | 380.00 | 139.47 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $58k | 497.00 | 116.70 | |
Danaher Corporation (DHR) | 0.0 | $64k | 763.00 | 83.88 | |
TJX Companies (TJX) | 0.0 | $59k | 820.00 | 71.95 | |
Kellogg Company (K) | 0.0 | $64k | 936.00 | 68.38 | |
Enbridge (ENB) | 0.0 | $50k | 1.3k | 39.97 | |
Intuit (INTU) | 0.0 | $64k | 483.00 | 132.51 | |
iShares MSCI EAFE Value Index (EFV) | 0.0 | $69k | 1.3k | 51.72 | |
Vanguard Value ETF (VTV) | 0.0 | $69k | 711.00 | 97.05 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $64k | 450.00 | 142.22 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $61k | 601.00 | 101.50 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.0 | $62k | 2.7k | 23.28 | |
PowerShares FTSE RAFI Emerging MarketETF | 0.0 | $60k | 3.0k | 19.99 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $57k | 556.00 | 102.52 | |
WisdomTree Intl. SmallCap Div (DLS) | 0.0 | $59k | 851.00 | 69.33 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $64k | 600.00 | 106.67 | |
Hp (HPQ) | 0.0 | $62k | 3.6k | 17.39 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $60k | 3.6k | 16.57 | |
Annaly Capital Management | 0.0 | $32k | 2.6k | 12.21 | |
Baxter International (BAX) | 0.0 | $34k | 565.00 | 60.18 | |
Dominion Resources (D) | 0.0 | $46k | 600.00 | 76.67 | |
Reynolds American | 0.0 | $42k | 650.00 | 64.62 | |
SYSCO Corporation (SYY) | 0.0 | $34k | 675.00 | 50.37 | |
AFLAC Incorporated (AFL) | 0.0 | $46k | 601.00 | 76.54 | |
Honeywell International (HON) | 0.0 | $45k | 342.00 | 131.58 | |
Weyerhaeuser Company (WY) | 0.0 | $49k | 1.5k | 33.63 | |
Southern Company (SO) | 0.0 | $48k | 1.0k | 48.00 | |
Cousins Properties | 0.0 | $37k | 4.2k | 8.75 | |
Fiserv (FI) | 0.0 | $43k | 350.00 | 122.86 | |
iShares Russell 1000 Index (IWB) | 0.0 | $31k | 224.00 | 138.39 | |
Park National Corporation (PRK) | 0.0 | $36k | 350.00 | 102.86 | |
SCANA Corporation | 0.0 | $37k | 545.00 | 67.89 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $36k | 201.00 | 179.10 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $49k | 154.00 | 318.18 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $32k | 456.00 | 70.18 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $39k | 859.00 | 45.40 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $42k | 266.00 | 157.89 | |
General Motors Company (GM) | 0.0 | $31k | 900.00 | 34.44 | |
ProShares Credit Suisse 130/30 (CSM) | 0.0 | $32k | 530.00 | 60.38 | |
WisdomTree MidCap Dividend Fund (DON) | 0.0 | $48k | 491.00 | 97.76 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $48k | 596.00 | 80.54 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $34k | 627.00 | 54.23 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $31k | 542.00 | 57.20 | |
News (NWSA) | 0.0 | $42k | 3.1k | 13.50 | |
Wisdomtree Us Smallcap Dividen mf (DGRS) | 0.0 | $32k | 969.00 | 33.02 | |
Waste Connections (WCN) | 0.0 | $42k | 645.00 | 65.12 | |
Barrick Gold Corp (GOLD) | 0.0 | $12k | 760.00 | 15.79 | |
MasterCard Incorporated (MA) | 0.0 | $11k | 86.00 | 127.91 | |
State Street Corporation (STT) | 0.0 | $20k | 220.00 | 90.91 | |
Ameriprise Financial (AMP) | 0.0 | $23k | 175.00 | 131.43 | |
Ecolab (ECL) | 0.0 | $18k | 136.00 | 132.35 | |
Eli Lilly & Co. (LLY) | 0.0 | $16k | 191.00 | 83.77 | |
Autodesk (ADSK) | 0.0 | $17k | 164.00 | 103.66 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $10k | 75.00 | 133.33 | |
Paychex (PAYX) | 0.0 | $17k | 302.00 | 56.29 | |
Ross Stores (ROST) | 0.0 | $10k | 170.00 | 58.82 | |
Nokia Corporation (NOK) | 0.0 | $18k | 3.0k | 6.00 | |
Tyson Foods (TSN) | 0.0 | $16k | 250.00 | 64.00 | |
Eastman Chemical Company (EMN) | 0.0 | $18k | 209.00 | 86.12 | |
Raytheon Company | 0.0 | $20k | 119.00 | 168.07 | |
Waters Corporation (WAT) | 0.0 | $18k | 100.00 | 180.00 | |
Yum! Brands (YUM) | 0.0 | $11k | 144.00 | 76.39 | |
Telefonica (TEF) | 0.0 | $12k | 1.1k | 10.53 | |
Ford Motor Company (F) | 0.0 | $23k | 2.0k | 11.50 | |
Accenture (ACN) | 0.0 | $13k | 109.00 | 119.27 | |
Lowe's Companies (LOW) | 0.0 | $22k | 281.00 | 78.29 | |
Hershey Company (HSY) | 0.0 | $21k | 200.00 | 105.00 | |
PPL Corporation (PPL) | 0.0 | $15k | 400.00 | 37.50 | |
HDFC Bank (HDB) | 0.0 | $23k | 270.00 | 85.19 | |
J.M. Smucker Company (SJM) | 0.0 | $12k | 99.00 | 121.21 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $20k | 250.00 | 80.00 | |
priceline.com Incorporated | 0.0 | $22k | 11.00 | 2000.00 | |
Energy Select Sector SPDR (XLE) | 0.0 | $12k | 180.00 | 66.67 | |
Chipotle Mexican Grill (CMG) | 0.0 | $14k | 33.00 | 424.24 | |
Panera Bread Company | 0.0 | $10k | 33.00 | 303.03 | |
Texas Roadhouse (TXRH) | 0.0 | $14k | 275.00 | 50.91 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $15k | 156.00 | 96.15 | |
Magellan Midstream Partners | 0.0 | $11k | 160.00 | 68.75 | |
Dex (DXCM) | 0.0 | $10k | 142.00 | 70.42 | |
Technology SPDR (XLK) | 0.0 | $25k | 465.00 | 53.76 | |
Silvercorp Metals (SVM) | 0.0 | $13k | 4.0k | 3.22 | |
American International (AIG) | 0.0 | $19k | 300.00 | 63.33 | |
iShares S&P 100 Index (OEF) | 0.0 | $16k | 150.00 | 106.67 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $18k | 93.00 | 193.55 | |
Oneok (OKE) | 0.0 | $21k | 400.00 | 52.50 | |
Consumer Discretionary SPDR (XLY) | 0.0 | $13k | 150.00 | 86.67 | |
PowerShares Water Resources | 0.0 | $25k | 917.00 | 27.26 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $24k | 240.00 | 100.00 | |
Vanguard REIT ETF (VNQ) | 0.0 | $16k | 189.00 | 84.66 | |
iShares Morningstar Mid Core Index (IMCB) | 0.0 | $14k | 80.00 | 175.00 | |
WisdomTree Emerging Markets Eq (DEM) | 0.0 | $13k | 315.00 | 41.27 | |
Blackrock Muniassets Fund (MUA) | 0.0 | $20k | 1.3k | 15.13 | |
Sodastream International | 0.0 | $13k | 250.00 | 52.00 | |
First Trust Mult Cap Grwth Alp Fnd (FAD) | 0.0 | $22k | 375.00 | 58.67 | |
First Trust Mult Cap Val Alpha Fnd (FAB) | 0.0 | $19k | 360.00 | 52.78 | |
Rydex S&P Equal Weight Health Care | 0.0 | $17k | 100.00 | 170.00 | |
Powershares Etf Tr Ii s^p smcp consu | 0.0 | $15k | 225.00 | 66.67 | |
Ubs Ag Jersey Brh dj commd etn39 | 0.0 | $15k | 974.00 | 15.40 | |
Powershares Etf Tr Ii s^p500 low vol | 0.0 | $20k | 458.00 | 43.67 | |
First Tr Exch Trd Alpha Fd I dev mrk ex us (FDT) | 0.0 | $18k | 320.00 | 56.25 | |
Spdr Series Trust hlth care svcs (XHS) | 0.0 | $13k | 200.00 | 65.00 | |
Premier (PINC) | 0.0 | $15k | 423.00 | 35.46 | |
American Airls (AAL) | 0.0 | $25k | 500.00 | 50.00 | |
Edgewell Pers Care (EPC) | 0.0 | $18k | 234.00 | 76.92 | |
Chemours (CC) | 0.0 | $12k | 329.00 | 36.47 | |
Aqua Metals (AQMS) | 0.0 | $13k | 1.0k | 13.00 | |
Chubb (CB) | 0.0 | $22k | 149.00 | 147.65 | |
Vaneck Vectors Pharmaceutical etf (PPH) | 0.0 | $10k | 168.00 | 59.52 | |
Fortive (FTV) | 0.0 | $24k | 381.00 | 62.99 | |
Ishares Inc msci em esg se (ESGE) | 0.0 | $19k | 292.00 | 65.07 | |
Ishares Tr msci eafe esg (ESGD) | 0.0 | $25k | 402.00 | 62.19 | |
Parkway | 0.0 | $12k | 528.00 | 22.73 | |
Bancorp 34 (BCTF) | 0.0 | $10k | 698.00 | 14.33 | |
Dxc Technology (DXC) | 0.0 | $22k | 290.00 | 75.86 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $4.0k | 500.00 | 8.00 | |
Broadridge Financial Solutions (BR) | 0.0 | $2.0k | 29.00 | 68.97 | |
FedEx Corporation (FDX) | 0.0 | $7.0k | 30.00 | 233.33 | |
Monsanto Company | 0.0 | $9.0k | 74.00 | 121.62 | |
Dick's Sporting Goods (DKS) | 0.0 | $5.0k | 125.00 | 40.00 | |
Health Care SPDR (XLV) | 0.0 | $8.0k | 100.00 | 80.00 | |
AES Corporation (AES) | 0.0 | $7.0k | 642.00 | 10.90 | |
Coach | 0.0 | $4.0k | 78.00 | 51.28 | |
T. Rowe Price (TROW) | 0.0 | $8.0k | 107.00 | 74.77 | |
Boston Scientific Corporation (BSX) | 0.0 | $7.0k | 235.00 | 29.79 | |
Foot Locker (FL) | 0.0 | $7.0k | 138.00 | 50.72 | |
PAREXEL International Corporation | 0.0 | $7.0k | 75.00 | 93.33 | |
Helmerich & Payne (HP) | 0.0 | $7.0k | 128.00 | 54.69 | |
Capital One Financial (COF) | 0.0 | $4.0k | 50.00 | 80.00 | |
CIGNA Corporation | 0.0 | $8.0k | 50.00 | 160.00 | |
Exelon Corporation (EXC) | 0.0 | $2.0k | 64.00 | 31.25 | |
Stericycle (SRCL) | 0.0 | $7.0k | 89.00 | 78.65 | |
PG&E Corporation (PCG) | 0.0 | $8.0k | 117.00 | 68.38 | |
Chesapeake Energy Corporation | 0.0 | $999.600000 | 120.00 | 8.33 | |
Marathon Oil Corporation (MRO) | 0.0 | $3.0k | 293.00 | 10.24 | |
Industrial SPDR (XLI) | 0.0 | $5.0k | 75.00 | 66.67 | |
salesforce (CRM) | 0.0 | $7.0k | 76.00 | 92.11 | |
Under Armour (UAA) | 0.0 | $3.0k | 140.00 | 21.43 | |
Companhia Paranaense de Energia | 0.0 | $3.0k | 461.00 | 6.51 | |
BHP Billiton (BHP) | 0.0 | $0 | 4.00 | 0.00 | |
Calavo Growers (CVGW) | 0.0 | $7.0k | 100.00 | 70.00 | |
Gentex Corporation (GNTX) | 0.0 | $7.0k | 350.00 | 20.00 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $1.0k | 5.00 | 200.00 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $7.0k | 50.00 | 140.00 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $1.0k | 6.00 | 166.67 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $9.0k | 50.00 | 180.00 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $6.0k | 30.00 | 200.00 | |
Financial Select Sector SPDR (XLF) | 0.0 | $5.0k | 218.00 | 22.94 | |
Dollar General (DG) | 0.0 | $4.0k | 55.00 | 72.73 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $2.0k | 20.00 | 100.00 | |
Tesla Motors (TSLA) | 0.0 | $5.0k | 13.00 | 384.62 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $9.0k | 546.00 | 16.48 | |
iShares Russell 3000 Value Index (IUSV) | 0.0 | $3.0k | 60.00 | 50.00 | |
Liberty All-Star Equity Fund (USA) | 0.0 | $7.0k | 1.2k | 5.62 | |
Putnam Premier Income Trust (PPT) | 0.0 | $2.0k | 309.00 | 6.47 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $5.0k | 50.00 | 100.00 | |
Vanguard Health Care ETF (VHT) | 0.0 | $9.0k | 62.00 | 145.16 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $8.0k | 241.00 | 33.20 | |
IQ Hedge Multi-Strategy Tracker (QAI) | 0.0 | $4.0k | 145.00 | 27.59 | |
iShares Russell 3000 Growth Index (IUSG) | 0.0 | $3.0k | 62.00 | 48.39 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $8.0k | 92.00 | 86.96 | |
SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $9.0k | 197.00 | 45.69 | |
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) | 0.0 | $9.0k | 300.00 | 30.00 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $2.0k | 40.00 | 50.00 | |
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 | $0 | 4.00 | 0.00 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $2.0k | 31.00 | 64.52 | |
American Intl Group | 0.0 | $3.0k | 160.00 | 18.75 | |
Kinder Morgan (KMI) | 0.0 | $5.0k | 274.00 | 18.25 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $999.970000 | 19.00 | 52.63 | |
First Trust Strategic | 0.0 | $1.0k | 50.00 | 20.00 | |
Us Natural Gas Fd Etf | 0.0 | $2.0k | 329.00 | 6.08 | |
FIRST TR EXCH TRD ALPHA FD I EX US SML cp (FDTS) | 0.0 | $9.0k | 225.00 | 40.00 | |
First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) | 0.0 | $5.0k | 135.00 | 37.04 | |
Sirius Xm Holdings (SIRI) | 0.0 | $2.0k | 200.00 | 10.00 | |
One Gas (OGS) | 0.0 | $7.0k | 100.00 | 70.00 | |
Alps Etf Tr (EDOG) | 0.0 | $2.0k | 106.00 | 18.87 | |
Medtronic (MDT) | 0.0 | $4.0k | 43.00 | 93.02 | |
Wisdomtree Continuous Commodity Index Fund etf | 0.0 | $999.750000 | 75.00 | 13.33 | |
Under Armour Inc Cl C (UA) | 0.0 | $3.0k | 140.00 | 21.43 | |
Wisdomtree Dynamic Long/short U.s. Equity Fund etf | 0.0 | $2.0k | 76.00 | 26.32 | |
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 | |
Yum China Holdings (YUMC) | 0.0 | $6.0k | 144.00 | 41.67 | |
Snap Inc cl a (SNAP) | 0.0 | $4.0k | 200.00 | 20.00 |