C M Bidwell & Associates as of Sept. 30, 2019
Portfolio Holdings for C M Bidwell & Associates
C M Bidwell & Associates holds 410 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF (BSV) | 5.0 | $5.1M | 63k | 80.79 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 4.5 | $4.5M | 56k | 81.06 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 3.8 | $3.9M | 75k | 51.65 | |
| Vanguard Total Stock Market ETF (VTI) | 2.7 | $2.7M | 18k | 151.01 | |
| Vanguard Europe Pacific ETF (VEA) | 2.5 | $2.5M | 62k | 41.07 | |
| Schwab U S Small Cap ETF (SCHA) | 2.5 | $2.5M | 36k | 69.72 | |
| Schwab U S Broad Market ETF (SCHB) | 2.4 | $2.4M | 34k | 71.02 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 2.2 | $2.3M | 32k | 70.92 | |
| Vanguard Small-Cap ETF (VB) | 1.8 | $1.8M | 12k | 153.90 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 1.8 | $1.8M | 34k | 53.86 | |
| Spdr Ser Tr cmn (FLRN) | 1.7 | $1.7M | 57k | 30.75 | |
| Vanguard S&p 500 Etf idx (VOO) | 1.4 | $1.4M | 5.2k | 272.66 | |
| iShares Lehman Aggregate Bond (AGG) | 1.4 | $1.4M | 12k | 113.18 | |
| Vanguard Total Bond Market ETF (BND) | 1.3 | $1.3M | 15k | 84.42 | |
| Schwab International Equity ETF (SCHF) | 1.0 | $1.0M | 32k | 31.86 | |
| Verizon Communications (VZ) | 0.9 | $936k | 16k | 60.35 | |
| Estee Lauder Companies (EL) | 0.9 | $934k | 4.7k | 198.94 | |
| Costco Wholesale Corporation (COST) | 0.9 | $921k | 3.2k | 288.08 | |
| Comcast Corporation (CMCSA) | 0.9 | $909k | 20k | 45.06 | |
| Ally Financial (ALLY) | 0.9 | $870k | 26k | 33.17 | |
| Microsoft Corporation (MSFT) | 0.8 | $858k | 6.2k | 139.06 | |
| Vanguard Emerging Markets ETF (VWO) | 0.8 | $864k | 22k | 40.28 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $843k | 690.00 | 1221.74 | |
| Veeva Sys Inc cl a (VEEV) | 0.8 | $834k | 5.5k | 152.75 | |
| Amazon (AMZN) | 0.8 | $769k | 443.00 | 1735.89 | |
| Keysight Technologies (KEYS) | 0.8 | $771k | 7.9k | 97.23 | |
| CenturyLink | 0.7 | $740k | 59k | 12.48 | |
| American Water Works (AWK) | 0.7 | $738k | 5.9k | 124.26 | |
| Schwab Strategic Tr 0 (SCHP) | 0.7 | $697k | 12k | 56.79 | |
| Wal-Mart Stores (WMT) | 0.7 | $684k | 5.8k | 118.65 | |
| CVS Caremark Corporation (CVS) | 0.7 | $677k | 11k | 63.03 | |
| NVIDIA Corporation (NVDA) | 0.7 | $668k | 3.8k | 174.00 | |
| Lululemon Athletica (LULU) | 0.7 | $672k | 3.5k | 192.55 | |
| Facebook Inc cl a (META) | 0.7 | $668k | 3.8k | 178.04 | |
| Cintas Corporation (CTAS) | 0.7 | $658k | 2.5k | 268.13 | |
| Vanguard Value ETF (VTV) | 0.6 | $641k | 5.7k | 111.69 | |
| American International (AIG) | 0.6 | $624k | 11k | 55.69 | |
| iShares Russell 1000 Index (IWB) | 0.6 | $613k | 3.7k | 164.56 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.6 | $619k | 4.8k | 128.90 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.6 | $618k | 5.1k | 121.65 | |
| Cable One (CABO) | 0.6 | $616k | 491.00 | 1254.58 | |
| Apple (AAPL) | 0.6 | $604k | 2.7k | 224.04 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.6 | $599k | 11k | 53.66 | |
| Honeywell International (HON) | 0.6 | $583k | 3.4k | 169.28 | |
| HEICO Corporation (HEI) | 0.6 | $574k | 4.6k | 124.78 | |
| Vanguard Large-Cap ETF (VV) | 0.6 | $573k | 4.2k | 136.43 | |
| Hewlett Packard Enterprise (HPE) | 0.5 | $546k | 36k | 15.18 | |
| Progressive Corporation (PGR) | 0.5 | $534k | 6.9k | 77.28 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.5 | $523k | 11k | 49.07 | |
| Leidos Holdings (LDOS) | 0.5 | $513k | 6.0k | 85.93 | |
| Amdocs Ltd ord (DOX) | 0.5 | $497k | 7.5k | 66.09 | |
| Welltower Inc Com reit (WELL) | 0.5 | $472k | 5.2k | 90.68 | |
| Ciena Corporation (CIEN) | 0.5 | $452k | 12k | 39.20 | |
| KLA-Tencor Corporation (KLAC) | 0.4 | $445k | 2.8k | 159.50 | |
| T. Rowe Price (TROW) | 0.4 | $436k | 3.8k | 114.29 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $440k | 524.00 | 839.69 | |
| Columbia Sportswear Company (COLM) | 0.4 | $424k | 4.4k | 96.91 | |
| Kansas City Southern | 0.4 | $427k | 3.2k | 133.02 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.4 | $410k | 7.5k | 54.78 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $417k | 3.5k | 117.80 | |
| Biogen Idec (BIIB) | 0.4 | $418k | 1.8k | 233.00 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.4 | $414k | 7.5k | 54.84 | |
| eBay (EBAY) | 0.4 | $408k | 11k | 38.95 | |
| Target Corporation (TGT) | 0.4 | $408k | 3.8k | 106.81 | |
| Omni (OMC) | 0.4 | $404k | 5.2k | 78.22 | |
| Church & Dwight (CHD) | 0.4 | $403k | 5.4k | 75.26 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.4 | $401k | 16k | 25.12 | |
| Zoetis Inc Cl A (ZTS) | 0.4 | $404k | 3.2k | 124.69 | |
| ResMed (RMD) | 0.4 | $394k | 2.9k | 135.16 | |
| Best Buy (BBY) | 0.4 | $399k | 5.8k | 68.97 | |
| Stryker Corporation (SYK) | 0.4 | $393k | 1.8k | 216.53 | |
| Arconic | 0.4 | $390k | 15k | 25.98 | |
| Steris Plc Ord equities (STE) | 0.4 | $397k | 2.7k | 144.63 | |
| Xerox Corp (XRX) | 0.4 | $398k | 13k | 29.89 | |
| Discover Financial Services | 0.4 | $387k | 4.8k | 81.05 | |
| Clyme US Cptl Mkts Mco Trm Fxd Idx | 0.4 | $387k | 7.7k | 50.36 | |
| Cognizant Technology Solutions (CTSH) | 0.4 | $362k | 6.0k | 60.23 | |
| Cme (CME) | 0.4 | $365k | 1.7k | 211.59 | |
| Eli Lilly & Co. (LLY) | 0.4 | $364k | 3.3k | 111.76 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.4 | $365k | 4.1k | 88.06 | |
| Energy Select Sector SPDR (XLE) | 0.4 | $368k | 6.2k | 59.17 | |
| Baidu (BIDU) | 0.4 | $369k | 3.6k | 102.64 | |
| Incyte Corporation (INCY) | 0.3 | $349k | 4.7k | 74.26 | |
| Oneok (OKE) | 0.3 | $354k | 4.8k | 73.60 | |
| Delta Air Lines (DAL) | 0.3 | $346k | 6.0k | 57.53 | |
| Duke Realty Corporation | 0.3 | $346k | 10k | 34.00 | |
| Vanguard Total World Stock Idx (VT) | 0.3 | $345k | 4.6k | 74.82 | |
| Crown Castle Intl (CCI) | 0.3 | $344k | 2.5k | 138.99 | |
| Jefferies Finl Group (JEF) | 0.3 | $332k | 18k | 18.37 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $321k | 1.1k | 296.95 | |
| Alexion Pharmaceuticals | 0.3 | $321k | 3.3k | 97.87 | |
| Alliant Energy Corporation (LNT) | 0.3 | $306k | 5.7k | 53.97 | |
| Technipfmc (FTI) | 0.3 | $308k | 13k | 24.16 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 0.3 | $294k | 8.4k | 34.88 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $285k | 2.2k | 129.31 | |
| Gentex Corporation (GNTX) | 0.3 | $287k | 10k | 27.56 | |
| Merck & Co (MRK) | 0.3 | $269k | 3.2k | 84.04 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $278k | 2.4k | 116.32 | |
| At&t (T) | 0.3 | $262k | 6.9k | 37.83 | |
| Scotts Miracle-Gro Company (SMG) | 0.3 | $263k | 2.6k | 101.94 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.3 | $266k | 5.3k | 50.54 | |
| Visa (V) | 0.2 | $249k | 1.4k | 172.20 | |
| Ishares Inc core msci emkt (IEMG) | 0.2 | $251k | 5.1k | 48.98 | |
| Cadence Design Systems (CDNS) | 0.2 | $239k | 3.6k | 66.02 | |
| Arch Capital Group (ACGL) | 0.2 | $240k | 5.7k | 41.92 | |
| CBOE Holdings (CBOE) | 0.2 | $245k | 2.1k | 115.02 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.2 | $247k | 3.5k | 70.98 | |
| Tc Energy Corp (TRP) | 0.2 | $241k | 4.7k | 51.83 | |
| Zebra Technologies (ZBRA) | 0.2 | $231k | 1.1k | 206.25 | |
| Universal Health Services (UHS) | 0.2 | $228k | 1.5k | 148.53 | |
| Credit Acceptance (CACC) | 0.2 | $231k | 501.00 | 461.08 | |
| Alexandria Real Estate Equities (ARE) | 0.2 | $230k | 1.5k | 154.36 | |
| Sun Communities (SUI) | 0.2 | $232k | 1.6k | 148.24 | |
| McDonald's Corporation (MCD) | 0.2 | $221k | 1.0k | 214.56 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $222k | 1.3k | 169.72 | |
| Yum! Brands (YUM) | 0.2 | $219k | 1.9k | 113.53 | |
| Ametek (AME) | 0.2 | $223k | 2.4k | 91.77 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.2 | $221k | 2.5k | 88.90 | |
| Hollyfrontier Corp | 0.2 | $223k | 4.2k | 53.73 | |
| Intel Corporation (INTC) | 0.2 | $213k | 4.1k | 51.64 | |
| Newell Rubbermaid (NWL) | 0.2 | $215k | 12k | 18.71 | |
| General Mills (GIS) | 0.2 | $211k | 3.8k | 55.16 | |
| Discovery Communications | 0.2 | $208k | 8.5k | 24.59 | |
| Invesco (IVZ) | 0.2 | $216k | 13k | 16.93 | |
| Perficient (PRFT) | 0.2 | $208k | 5.4k | 38.66 | |
| Hormel Foods Corporation (HRL) | 0.2 | $208k | 4.8k | 43.65 | |
| Synopsys (SNPS) | 0.2 | $198k | 1.4k | 137.02 | |
| Fiserv (FI) | 0.2 | $206k | 2.0k | 103.83 | |
| First Horizon National Corporation (FHN) | 0.2 | $201k | 12k | 16.16 | |
| Medtronic (MDT) | 0.2 | $205k | 1.9k | 108.47 | |
| Evergy (EVRG) | 0.2 | $203k | 3.1k | 66.45 | |
| DaVita (DVA) | 0.2 | $189k | 3.3k | 57.19 | |
| United Rentals (URI) | 0.2 | $194k | 1.6k | 124.76 | |
| Novartis (NVS) | 0.2 | $189k | 2.2k | 87.10 | |
| Activision Blizzard | 0.2 | $189k | 3.6k | 52.94 | |
| CONMED Corporation (CNMD) | 0.2 | $186k | 1.9k | 96.12 | |
| Anika Therapeutics (ANIK) | 0.2 | $184k | 3.4k | 54.76 | |
| Canadian Natural Resources (CNQ) | 0.2 | $176k | 6.6k | 26.67 | |
| Royal Gold (RGLD) | 0.2 | $172k | 1.4k | 122.86 | |
| Selective Insurance (SIGI) | 0.2 | $176k | 2.3k | 75.37 | |
| Duke Energy (DUK) | 0.2 | $176k | 1.8k | 95.91 | |
| Invesco Ftse Rafi Emerging Markets Etf etf (PXH) | 0.2 | $175k | 8.7k | 20.09 | |
| L3harris Technologies (LHX) | 0.2 | $170k | 815.00 | 208.59 | |
| Amgen (AMGN) | 0.2 | $163k | 840.00 | 194.05 | |
| Silgan Holdings (SLGN) | 0.2 | $157k | 5.2k | 30.11 | |
| American States Water Company (AWR) | 0.2 | $162k | 1.8k | 90.00 | |
| Aerojet Rocketdy | 0.2 | $163k | 3.2k | 50.46 | |
| Dentsply Sirona (XRAY) | 0.2 | $160k | 3.0k | 53.24 | |
| Pennymac Financial Services (PFSI) | 0.2 | $162k | 5.3k | 30.42 | |
| Corteva (CTVA) | 0.2 | $161k | 5.8k | 27.98 | |
| Newmont Mining Corporation (NEM) | 0.1 | $149k | 3.9k | 38.01 | |
| SkyWest (SKYW) | 0.1 | $151k | 2.6k | 57.41 | |
| Zimmer Holdings (ZBH) | 0.1 | $150k | 1.1k | 136.99 | |
| Fair Isaac Corporation (FICO) | 0.1 | $156k | 513.00 | 304.09 | |
| ManTech International Corporation | 0.1 | $152k | 2.1k | 71.36 | |
| Chemed Corp Com Stk (CHE) | 0.1 | $156k | 374.00 | 417.11 | |
| Vanguard Materials ETF (VAW) | 0.1 | $155k | 1.2k | 126.53 | |
| Tyson Foods (TSN) | 0.1 | $143k | 1.7k | 86.40 | |
| Photronics (PLAB) | 0.1 | $142k | 13k | 10.87 | |
| First Industrial Realty Trust (FR) | 0.1 | $137k | 3.5k | 39.60 | |
| Lannett Company | 0.1 | $145k | 13k | 11.23 | |
| Epam Systems (EPAM) | 0.1 | $142k | 780.00 | 182.05 | |
| Flagstar Ban | 0.1 | $143k | 3.8k | 37.43 | |
| Newtek Business Svcs (NEWT) | 0.1 | $137k | 6.1k | 22.51 | |
| Medpace Hldgs (MEDP) | 0.1 | $145k | 1.7k | 84.06 | |
| K12 | 0.1 | $136k | 5.2k | 26.33 | |
| Independence Realty Trust In (IRT) | 0.1 | $133k | 9.3k | 14.26 | |
| Altice Usa Inc cl a (ATUS) | 0.1 | $135k | 4.7k | 28.60 | |
| Kirkland Lake Gold | 0.1 | $128k | 2.9k | 44.68 | |
| M.D.C. Holdings | 0.1 | $118k | 2.7k | 43.14 | |
| Phillips 66 (PSX) | 0.1 | $124k | 1.2k | 102.06 | |
| Qorvo (QRVO) | 0.1 | $121k | 1.6k | 74.23 | |
| Rent-A-Center (UPBD) | 0.1 | $108k | 4.2k | 25.84 | |
| McKesson Corporation (MCK) | 0.1 | $114k | 831.00 | 137.18 | |
| Enbridge (ENB) | 0.1 | $114k | 3.2k | 35.19 | |
| Dime Community Bancshares | 0.1 | $115k | 5.4k | 21.42 | |
| Lithia Motors (LAD) | 0.1 | $107k | 805.00 | 132.92 | |
| Syneos Health | 0.1 | $107k | 2.0k | 52.97 | |
| Legg Mason | 0.1 | $106k | 2.8k | 38.13 | |
| Hilltop Holdings (HTH) | 0.1 | $104k | 4.4k | 23.85 | |
| Micron Technology (MU) | 0.1 | $103k | 2.4k | 42.92 | |
| iShares Gold Trust | 0.1 | $105k | 7.5k | 14.08 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $98k | 3.2k | 30.82 | |
| FTI Consulting (FCN) | 0.1 | $89k | 837.00 | 106.33 | |
| Herman Miller (MLKN) | 0.1 | $90k | 2.0k | 46.04 | |
| Universal Electronics (UEIC) | 0.1 | $86k | 1.7k | 51.04 | |
| World Fuel Services Corporation (WKC) | 0.1 | $89k | 2.2k | 39.73 | |
| Exponent (EXPO) | 0.1 | $87k | 1.2k | 69.88 | |
| iShares Dow Jones US Tele (IYZ) | 0.1 | $90k | 3.1k | 29.22 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $95k | 838.00 | 113.37 | |
| Boise Cascade (BCC) | 0.1 | $87k | 2.7k | 32.58 | |
| Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.1 | $96k | 760.00 | 126.32 | |
| Anterix Inc. Atex (ATEX) | 0.1 | $86k | 2.4k | 36.36 | |
| Casey's General Stores (CASY) | 0.1 | $83k | 515.00 | 161.17 | |
| Amedisys (AMED) | 0.1 | $77k | 590.00 | 130.51 | |
| Brady Corporation (BRC) | 0.1 | $84k | 1.6k | 53.16 | |
| Canadian Solar (CSIQ) | 0.1 | $86k | 4.5k | 18.98 | |
| El Paso Electric Company | 0.1 | $76k | 1.1k | 66.67 | |
| First Financial Bankshares (FFIN) | 0.1 | $76k | 2.3k | 33.33 | |
| Hallmark Financial Services | 0.1 | $82k | 4.3k | 19.23 | |
| Urstadt Biddle Properties | 0.1 | $83k | 3.5k | 23.58 | |
| LeMaitre Vascular (LMAT) | 0.1 | $79k | 2.3k | 34.35 | |
| Simmons First National Corporation (SFNC) | 0.1 | $80k | 3.2k | 24.77 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $80k | 1.3k | 61.02 | |
| Ofg Ban (OFG) | 0.1 | $78k | 3.6k | 21.88 | |
| Fox Factory Hldg (FOXF) | 0.1 | $85k | 1.4k | 62.59 | |
| Essent (ESNT) | 0.1 | $79k | 1.7k | 47.88 | |
| Assured Guaranty (AGO) | 0.1 | $74k | 1.7k | 44.58 | |
| Boston Beer Company (SAM) | 0.1 | $74k | 203.00 | 364.53 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $73k | 910.00 | 80.22 | |
| Brookdale Senior Living (BKD) | 0.1 | $72k | 9.5k | 7.60 | |
| NorthWestern Corporation (NWE) | 0.1 | $72k | 965.00 | 74.61 | |
| Tech Data Corporation | 0.1 | $69k | 660.00 | 104.55 | |
| Arbor Realty Trust (ABR) | 0.1 | $71k | 5.4k | 13.06 | |
| Virtus Investment Partners (VRTS) | 0.1 | $66k | 600.00 | 110.00 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $75k | 386.00 | 194.30 | |
| Utilities SPDR (XLU) | 0.1 | $69k | 1.1k | 64.79 | |
| iShares S&P Global Infrastructure Index (IGF) | 0.1 | $70k | 1.5k | 46.30 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.1 | $68k | 2.5k | 27.25 | |
| Veracyte (VCYT) | 0.1 | $69k | 2.9k | 24.13 | |
| Shake Shack Inc cl a (SHAK) | 0.1 | $72k | 735.00 | 97.96 | |
| Nexpoint Residential Tr (NXRT) | 0.1 | $71k | 1.5k | 46.86 | |
| Viavi Solutions Inc equities (VIAV) | 0.1 | $73k | 5.2k | 13.99 | |
| Onemain Holdings (OMF) | 0.1 | $72k | 2.0k | 36.83 | |
| Simply Good Foods (SMPL) | 0.1 | $68k | 2.4k | 28.87 | |
| Perspecta | 0.1 | $70k | 2.7k | 26.22 | |
| Exantas Cap Corp | 0.1 | $70k | 6.2k | 11.35 | |
| Arcosa (ACA) | 0.1 | $71k | 2.1k | 33.97 | |
| Yeti Hldgs (YETI) | 0.1 | $71k | 2.5k | 27.90 | |
| Lexington Realty Trust (LXP) | 0.1 | $63k | 6.1k | 10.26 | |
| Gibraltar Industries (ROCK) | 0.1 | $63k | 1.4k | 46.15 | |
| Omnicell (OMCL) | 0.1 | $62k | 855.00 | 72.51 | |
| MasTec (MTZ) | 0.1 | $56k | 870.00 | 64.37 | |
| UniFirst Corporation (UNF) | 0.1 | $60k | 308.00 | 194.81 | |
| AZZ Incorporated (AZZ) | 0.1 | $56k | 1.3k | 43.58 | |
| Materials SPDR (XLB) | 0.1 | $60k | 1.0k | 57.97 | |
| SPS Commerce (SPSC) | 0.1 | $64k | 1.4k | 47.41 | |
| Vera Bradley (VRA) | 0.1 | $61k | 6.0k | 10.10 | |
| Yelp Inc cl a (YELP) | 0.1 | $63k | 1.8k | 34.81 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $58k | 2.6k | 22.26 | |
| Qualys (QLYS) | 0.1 | $63k | 840.00 | 75.00 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $64k | 1.5k | 43.84 | |
| Cyberark Software (CYBR) | 0.1 | $61k | 610.00 | 100.00 | |
| Xperi | 0.1 | $64k | 3.1k | 20.81 | |
| Sapiens International Corp (SPNS) | 0.1 | $59k | 3.0k | 19.77 | |
| CACI International (CACI) | 0.1 | $47k | 203.00 | 231.53 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $54k | 168.00 | 321.43 | |
| Ensign (ENSG) | 0.1 | $47k | 1.0k | 47.00 | |
| Lattice Semiconductor (LSCC) | 0.1 | $55k | 3.0k | 18.33 | |
| John B. Sanfilippo & Son (JBSS) | 0.1 | $49k | 505.00 | 97.03 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $52k | 490.00 | 106.12 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $48k | 520.00 | 92.31 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $47k | 704.00 | 66.76 | |
| Invesco Exchng Traded Fd Tr ftse rafi sml (PDN) | 0.1 | $52k | 1.8k | 29.66 | |
| Assetmark Financial Hldg (AMK) | 0.1 | $51k | 2.0k | 25.82 | |
| UnitedHealth (UNH) | 0.0 | $41k | 189.00 | 216.93 | |
| Mueller Water Products (MWA) | 0.0 | $40k | 3.5k | 11.35 | |
| Sonic Automotive (SAH) | 0.0 | $45k | 1.4k | 31.14 | |
| Dril-Quip (DRQ) | 0.0 | $38k | 750.00 | 50.67 | |
| Koppers Holdings (KOP) | 0.0 | $39k | 1.3k | 29.21 | |
| MarketAxess Holdings (MKTX) | 0.0 | $37k | 113.00 | 327.43 | |
| SYNNEX Corporation (SNX) | 0.0 | $37k | 325.00 | 113.85 | |
| TreeHouse Foods (THS) | 0.0 | $38k | 680.00 | 55.88 | |
| SurModics (SRDX) | 0.0 | $38k | 830.00 | 45.78 | |
| Barrett Business Services (BBSI) | 0.0 | $43k | 485.00 | 88.66 | |
| Colony Financial | 0.0 | $39k | 6.5k | 6.00 | |
| PowerShares FTSE RAFI Developed Markets | 0.0 | $42k | 1.1k | 39.55 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $44k | 938.00 | 46.91 | |
| Mondelez Int (MDLZ) | 0.0 | $38k | 693.00 | 54.83 | |
| Oxford Immunotec Global | 0.0 | $43k | 2.6k | 16.54 | |
| Par Petroleum (PARR) | 0.0 | $41k | 1.8k | 22.71 | |
| Solaredge Technologies (SEDG) | 0.0 | $39k | 460.00 | 84.78 | |
| Csw Industrials (CSW) | 0.0 | $40k | 585.00 | 68.38 | |
| Gms | 0.0 | $39k | 1.4k | 28.36 | |
| Johnson & Johnson (JNJ) | 0.0 | $30k | 233.00 | 128.76 | |
| Career Education | 0.0 | $28k | 1.8k | 16.00 | |
| Cisco Systems (CSCO) | 0.0 | $30k | 600.00 | 50.00 | |
| CSG Systems International (CSGS) | 0.0 | $29k | 565.00 | 51.33 | |
| Procter & Gamble Company (PG) | 0.0 | $33k | 264.00 | 125.00 | |
| D.R. Horton (DHI) | 0.0 | $32k | 600.00 | 53.33 | |
| Alaska Air (ALK) | 0.0 | $31k | 470.00 | 65.96 | |
| Cirrus Logic (CRUS) | 0.0 | $29k | 540.00 | 53.70 | |
| Vonage Holdings | 0.0 | $33k | 2.9k | 11.34 | |
| iShares Russell Microcap Index (IWC) | 0.0 | $32k | 364.00 | 87.91 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $34k | 235.00 | 144.68 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $29k | 480.00 | 60.42 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $33k | 575.00 | 57.39 | |
| Citigroup (C) | 0.0 | $32k | 470.00 | 68.09 | |
| Trade Desk (TTD) | 0.0 | $31k | 167.00 | 185.63 | |
| Liberty Interactive Corp | 0.0 | $30k | 2.9k | 10.47 | |
| Home Depot (HD) | 0.0 | $19k | 81.00 | 234.57 | |
| Copart (CPRT) | 0.0 | $18k | 218.00 | 82.57 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $18k | 48.00 | 375.00 | |
| Philip Morris International (PM) | 0.0 | $16k | 214.00 | 74.77 | |
| Royal Dutch Shell | 0.0 | $20k | 338.00 | 59.17 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $16k | 156.00 | 102.56 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.0 | $19k | 590.00 | 32.20 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $20k | 340.00 | 58.82 | |
| Autohome Inc- (ATHM) | 0.0 | $21k | 255.00 | 82.35 | |
| Cherry Hill Mort (CHMI) | 0.0 | $23k | 1.8k | 13.11 | |
| Enova Intl (ENVA) | 0.0 | $23k | 1.1k | 20.35 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $16k | 13.00 | 1230.77 | |
| Spectrum Brands Holding (SPB) | 0.0 | $24k | 451.00 | 53.22 | |
| MasterCard Incorporated (MA) | 0.0 | $10k | 35.00 | 285.71 | |
| Fidelity National Information Services (FIS) | 0.0 | $7.0k | 54.00 | 129.63 | |
| Bank of America Corporation (BAC) | 0.0 | $6.0k | 201.00 | 29.85 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $6.0k | 86.00 | 69.77 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $13k | 62.00 | 209.68 | |
| FedEx Corporation (FDX) | 0.0 | $15k | 100.00 | 150.00 | |
| Walt Disney Company (DIS) | 0.0 | $6.0k | 47.00 | 127.66 | |
| Norfolk Southern (NSC) | 0.0 | $6.0k | 31.00 | 193.55 | |
| SYSCO Corporation (SYY) | 0.0 | $8.0k | 95.00 | 84.21 | |
| Union Pacific Corporation (UNP) | 0.0 | $6.0k | 38.00 | 157.89 | |
| Linens 'n Things | 0.0 | $9.0k | 45.00 | 200.00 | |
| Pepsi (PEP) | 0.0 | $6.0k | 47.00 | 127.66 | |
| Accenture (ACN) | 0.0 | $11k | 55.00 | 200.00 | |
| Lowe's Companies (LOW) | 0.0 | $8.0k | 70.00 | 114.29 | |
| FactSet Research Systems (FDS) | 0.0 | $7.0k | 29.00 | 241.38 | |
| Primerica (PRI) | 0.0 | $13k | 103.00 | 126.21 | |
| Gra (GGG) | 0.0 | $7.0k | 144.00 | 48.61 | |
| NVR (NVR) | 0.0 | $7.0k | 2.00 | 3500.00 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $9.0k | 60.00 | 150.00 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $15k | 88.00 | 170.45 | |
| RBC Bearings Incorporated (RBC) | 0.0 | $6.0k | 39.00 | 153.85 | |
| Aspen Technology | 0.0 | $12k | 101.00 | 118.81 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $13k | 90.00 | 144.44 | |
| PowerShares FTSE RAFI US 1000 | 0.0 | $8.0k | 65.00 | 123.08 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $10k | 179.00 | 55.87 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $14k | 185.00 | 75.68 | |
| Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.0 | $10k | 320.00 | 31.25 | |
| Alps Etf Tr Riverfrnt Str Inc etf - fixed in (RIGS) | 0.0 | $6.0k | 250.00 | 24.00 | |
| Sre 6 prf (SOCGP) | 0.0 | $6.0k | 200.00 | 30.00 | |
| Mineral Resources (MALRF) | 0.0 | $8.0k | 900.00 | 8.89 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $6.0k | 14.00 | 428.57 | |
| Broadcom (AVGO) | 0.0 | $7.0k | 24.00 | 291.67 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $6.0k | 30.00 | 200.00 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $5.0k | 332.00 | 15.06 | |
| Lear Corporation (LEA) | 0.0 | $2.0k | 19.00 | 105.26 | |
| Corning Incorporated (GLW) | 0.0 | $1.0k | 25.00 | 40.00 | |
| Hartford Financial Services (HIG) | 0.0 | $2.0k | 39.00 | 51.28 | |
| Rli (RLI) | 0.0 | $3.0k | 37.00 | 81.08 | |
| Lincoln National Corporation (LNC) | 0.0 | $3.0k | 57.00 | 52.63 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $999.960000 | 12.00 | 83.33 | |
| SLM Corporation (SLM) | 0.0 | $999.410000 | 139.00 | 7.19 | |
| Coca-Cola Company (KO) | 0.0 | $3.0k | 64.00 | 46.88 | |
| IAC/InterActive | 0.0 | $3.0k | 15.00 | 200.00 | |
| Martin Marietta Materials (MLM) | 0.0 | $2.0k | 7.00 | 285.71 | |
| NetApp (NTAP) | 0.0 | $4.0k | 70.00 | 57.14 | |
| Polaris Industries (PII) | 0.0 | $4.0k | 48.00 | 83.33 | |
| Stanley Black & Decker (SWK) | 0.0 | $4.0k | 27.00 | 148.15 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $4.0k | 13.00 | 307.69 | |
| Automatic Data Processing (ADP) | 0.0 | $4.0k | 25.00 | 160.00 | |
| Avery Dennison Corporation (AVY) | 0.0 | $4.0k | 32.00 | 125.00 | |
| Boston Scientific Corporation (BSX) | 0.0 | $5.0k | 124.00 | 40.32 | |
| Ross Stores (ROST) | 0.0 | $4.0k | 33.00 | 121.21 | |
| Electronic Arts (EA) | 0.0 | $3.0k | 30.00 | 100.00 | |
| Laboratory Corp. of America Holdings | 0.0 | $2.0k | 11.00 | 181.82 | |
| Valero Energy Corporation (VLO) | 0.0 | $3.0k | 33.00 | 90.91 | |
| NiSource (NI) | 0.0 | $2.0k | 79.00 | 25.32 | |
| Halliburton Company (HAL) | 0.0 | $4.0k | 224.00 | 17.86 | |
| Intuitive Surgical (ISRG) | 0.0 | $2.0k | 4.00 | 500.00 | |
| Nextera Energy (NEE) | 0.0 | $5.0k | 20.00 | 250.00 | |
| United Technologies Corporation | 0.0 | $2.0k | 17.00 | 117.65 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $4.0k | 60.00 | 66.67 | |
| Pool Corporation (POOL) | 0.0 | $5.0k | 26.00 | 192.31 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $1.0k | 18.00 | 55.56 | |
| Toll Brothers (TOL) | 0.0 | $1.0k | 23.00 | 43.48 | |
| Sempra Energy (SRE) | 0.0 | $2.0k | 12.00 | 166.67 | |
| Aptar (ATR) | 0.0 | $4.0k | 30.00 | 133.33 | |
| Toro Company (TTC) | 0.0 | $4.0k | 50.00 | 80.00 | |
| Donaldson Company (DCI) | 0.0 | $4.0k | 78.00 | 51.28 | |
| salesforce (CRM) | 0.0 | $4.0k | 28.00 | 142.86 | |
| Celanese Corporation (CE) | 0.0 | $2.0k | 16.00 | 125.00 | |
| Marvell Technology Group | 0.0 | $2.0k | 89.00 | 22.47 | |
| Atmos Energy Corporation (ATO) | 0.0 | $999.960000 | 13.00 | 76.92 | |
| FMC Corporation (FMC) | 0.0 | $999.940000 | 17.00 | 58.82 | |
| Jabil Circuit (JBL) | 0.0 | $3.0k | 94.00 | 31.91 | |
| Raymond James Financial (RJF) | 0.0 | $1.0k | 11.00 | 90.91 | |
| Textron (TXT) | 0.0 | $999.900000 | 30.00 | 33.33 | |
| Centene Corporation (CNC) | 0.0 | $5.0k | 110.00 | 45.45 | |
| Jack Henry & Associates (JKHY) | 0.0 | $5.0k | 37.00 | 135.14 | |
| Spirit AeroSystems Holdings (SPR) | 0.0 | $4.0k | 47.00 | 85.11 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.0 | $4.0k | 66.00 | 60.61 | |
| iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $5.0k | 345.00 | 14.49 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $3.0k | 27.00 | 111.11 | |
| Ishares Tr Phill Invstmrk (EPHE) | 0.0 | $5.0k | 135.00 | 37.04 | |
| iShares MSCI Thailand Index Fund (THD) | 0.0 | $4.0k | 49.00 | 81.63 | |
| General Motors Company (GM) | 0.0 | $3.0k | 67.00 | 44.78 | |
| O'reilly Automotive (ORLY) | 0.0 | $2.0k | 6.00 | 333.33 | |
| Vanguard European ETF (VGK) | 0.0 | $1.0k | 18.00 | 55.56 | |
| iShares MSCI All Peru Capped Index Fund (EPU) | 0.0 | $2.0k | 52.00 | 38.46 | |
| iShares MSCI Austria Investable Mkt (EWO) | 0.0 | $1.0k | 49.00 | 20.41 | |
| MSCI Indonesia Investable Market Ind (EIDO) | 0.0 | $5.0k | 187.00 | 26.74 | |
| iShares MSCI Brazil Small Cap Index ETF (EWZS) | 0.0 | $1.0k | 76.00 | 13.16 | |
| Huntington Ingalls Inds (HII) | 0.0 | $2.0k | 10.00 | 200.00 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Wright Express (WEX) | 0.0 | $3.0k | 14.00 | 214.29 | |
| Shutterstock (SSTK) | 0.0 | $5.0k | 144.00 | 34.72 | |
| Ishares Inc msci india index (INDA) | 0.0 | $4.0k | 124.00 | 32.26 | |
| Cyrusone | 0.0 | $999.960000 | 13.00 | 76.92 | |
| Intercontinental Exchange (ICE) | 0.0 | $2.0k | 20.00 | 100.00 | |
| Allegion Plc equity (ALLE) | 0.0 | $3.0k | 27.00 | 111.11 | |
| Kraft Heinz (KHC) | 0.0 | $5.0k | 166.00 | 30.12 | |
| Paypal Holdings (PYPL) | 0.0 | $5.0k | 47.00 | 106.38 | |
| Chubb (CB) | 0.0 | $5.0k | 34.00 | 147.06 | |
| Waste Connections (WCN) | 0.0 | $4.0k | 47.00 | 85.11 | |
| Ishr Msci Singapore (EWS) | 0.0 | $4.0k | 185.00 | 21.62 | |
| Ishares Inc etp (EWT) | 0.0 | $4.0k | 119.00 | 33.61 | |
| Ishares Inc etp (EWM) | 0.0 | $4.0k | 136.00 | 29.41 | |
| Dupont De Nemours (DD) | 0.0 | $1.0k | 14.00 | 71.43 |