Vanguard European ETF
(VGK)
|
14.4 |
$22M |
|
387k |
56.44 |
Vanguard Mega Cap 300 Value Index ETF
(MGV)
|
9.3 |
$14M |
|
175k |
80.53 |
Vanguard Mega Cap 300 Growth Index ETF
(MGK)
|
8.0 |
$12M |
|
95k |
128.55 |
Vanguard Mid-Cap ETF
(VO)
|
5.3 |
$8.0M |
|
49k |
164.93 |
Ishares Msci Japan
(EWJ)
|
5.1 |
$7.8M |
|
129k |
60.23 |
Vanguard Small-Cap ETF
(VB)
|
4.7 |
$7.2M |
|
44k |
163.22 |
Jp Morgan Alerian Mlp Index
|
4.2 |
$6.4M |
|
233k |
27.46 |
Vanguard Emerging Markets ETF
(VWO)
|
3.4 |
$5.1M |
|
124k |
41.40 |
SPDR Gold Trust
(GLD)
|
2.6 |
$3.9M |
|
35k |
112.75 |
Vanguard Consumer Discretionary ETF
(VCR)
|
2.3 |
$3.5M |
|
19k |
180.46 |
Vanguard Information Technology ETF
(VGT)
|
2.2 |
$3.3M |
|
16k |
202.58 |
iShares MSCI Pacific ex-Japan Idx
(EPP)
|
2.1 |
$3.2M |
|
70k |
45.42 |
Vanguard Health Care ETF
(VHT)
|
2.0 |
$3.1M |
|
17k |
180.43 |
Vanguard Financials ETF
(VFH)
|
2.0 |
$3.0M |
|
44k |
69.37 |
Vanguard REIT ETF
(VNQ)
|
1.9 |
$2.8M |
|
35k |
80.68 |
Spdr S&p 500 Etf
(SPY)
|
1.8 |
$2.7M |
|
9.2k |
291.81 |
Vanguard S&p 500 Etf idx
(VOO)
|
1.0 |
$1.5M |
|
5.7k |
268.31 |
Berkshire Hathaway
(BRK.B)
|
1.0 |
$1.5M |
|
6.9k |
214.05 |
Verizon Communications
(VZ)
|
0.8 |
$1.3M |
|
24k |
53.40 |
Vanguard Total Stock Market ETF
(VTI)
|
0.8 |
$1.3M |
|
8.4k |
150.42 |
Ishares Tr hdg msci eafe
(HEFA)
|
0.8 |
$1.2M |
|
40k |
29.94 |
GlaxoSmithKline
|
0.8 |
$1.2M |
|
29k |
40.55 |
Kkr & Co
(KKR)
|
0.8 |
$1.2M |
|
43k |
27.27 |
Financial Select Sector SPDR
(XLF)
|
0.8 |
$1.2M |
|
42k |
27.58 |
Pfizer
(PFE)
|
0.8 |
$1.1M |
|
26k |
44.08 |
Blackrock Muniholdings Insured Fund II
(MUE)
|
0.8 |
$1.1M |
|
94k |
12.10 |
BP
(BP)
|
0.7 |
$1.1M |
|
23k |
46.11 |
Total
(TTE)
|
0.7 |
$1.0M |
|
16k |
64.82 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$1.0M |
|
9.1k |
112.82 |
Johnson & Johnson
(JNJ)
|
0.7 |
$1.0M |
|
7.3k |
138.15 |
Blackstone
|
0.7 |
$980k |
|
26k |
38.08 |
iShares IBoxx $ Invest Grade Corp Bd
(LQD)
|
0.7 |
$977k |
|
8.5k |
114.94 |
McDonald's Corporation
(MCD)
|
0.6 |
$948k |
|
5.7k |
167.25 |
Bristol Myers Squibb
(BMY)
|
0.6 |
$952k |
|
15k |
62.10 |
Paychex
(PAYX)
|
0.6 |
$954k |
|
13k |
73.65 |
International Business Machines
(IBM)
|
0.6 |
$939k |
|
6.2k |
151.13 |
Procter & Gamble Company
(PG)
|
0.6 |
$932k |
|
11k |
83.21 |
At&t
(T)
|
0.6 |
$901k |
|
27k |
33.58 |
HCP
|
0.6 |
$915k |
|
35k |
26.32 |
HSBC Holdings
(HSBC)
|
0.6 |
$888k |
|
20k |
43.97 |
Apple
(AAPL)
|
0.6 |
$895k |
|
4.0k |
225.84 |
Alerian Mlp Etf
|
0.6 |
$876k |
|
82k |
10.68 |
Wells Fargo & Company
(WFC)
|
0.6 |
$870k |
|
17k |
52.56 |
Nexpoint Credit Strategies Fund
(NXDT)
|
0.6 |
$856k |
|
38k |
22.40 |
Telefonica
(TEF)
|
0.5 |
$759k |
|
97k |
7.86 |
Anheuser-Busch InBev NV
(BUD)
|
0.5 |
$744k |
|
8.5k |
87.61 |
Vanguard Dividend Appreciation ETF
(VIG)
|
0.5 |
$741k |
|
6.7k |
111.18 |
Vodafone Group New Adr F
(VOD)
|
0.5 |
$728k |
|
34k |
21.71 |
Kraft Heinz
(KHC)
|
0.5 |
$727k |
|
13k |
55.10 |
BlackRock MuniYield Investment Fund
|
0.5 |
$682k |
|
48k |
14.31 |
Royal Dutch Shell
|
0.4 |
$673k |
|
9.5k |
70.92 |
Wisdomtree Tr intl hedge eqt
(HEDJ)
|
0.4 |
$651k |
|
10k |
63.21 |
General Electric Company
|
0.4 |
$635k |
|
56k |
11.36 |
Berkshire Hathaway
(BRK.A)
|
0.4 |
$640k |
|
2.00 |
320000.00 |
Vanguard Star Fd Intl Stk Idxf
(VXUS)
|
0.4 |
$604k |
|
11k |
54.29 |
SPDR Dow Jones Global Real Estate
(RWO)
|
0.4 |
$594k |
|
13k |
47.57 |
BlackRock MuniHolding Insured Investm
|
0.4 |
$540k |
|
43k |
12.54 |
Blackrock Muniyield Quality Fund
(MQY)
|
0.3 |
$508k |
|
37k |
13.57 |
Pepsi
(PEP)
|
0.3 |
$396k |
|
3.5k |
111.80 |
Amazon
(AMZN)
|
0.2 |
$361k |
|
180.00 |
2005.56 |
Microsoft Corporation
(MSFT)
|
0.2 |
$342k |
|
3.0k |
114.50 |
Royal Dutch Shell
|
0.2 |
$332k |
|
4.9k |
68.20 |
iShares S&P Latin America 40 Index
(ILF)
|
0.2 |
$323k |
|
10k |
31.35 |
BlackRock Insured Municipal Income Trust
(BYM)
|
0.2 |
$305k |
|
24k |
12.83 |
Morgan Stanley Emerging Markets Debt
(MSD)
|
0.2 |
$266k |
|
30k |
8.78 |
First Tr Inter Duration Pfd & Income
(FPF)
|
0.2 |
$278k |
|
9.9k |
28.15 |
Ishares Msci United Kingdom Index etf
(EWU)
|
0.2 |
$258k |
|
7.6k |
34.13 |
iShares iBoxx $ High Yid Corp Bond
(HYG)
|
0.2 |
$245k |
|
2.8k |
86.51 |
Facebook Inc cl a
(META)
|
0.2 |
$240k |
|
1.5k |
164.50 |
Nuveen Intermediate
|
0.2 |
$235k |
|
19k |
12.54 |
Barclays Bank Plc 8.125% Non C p
|
0.1 |
$229k |
|
8.8k |
26.02 |
Echo Global Logistics
|
0.1 |
$209k |
|
6.7k |
31.01 |
Ishares Tr core msci euro
(IEUR)
|
0.1 |
$215k |
|
4.5k |
47.91 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.1 |
$212k |
|
1.1k |
186.13 |
Templeton Emerging Markets Income Fund
(TEI)
|
0.1 |
$184k |
|
18k |
10.00 |
Diversified Restaurant Holdi
|
0.0 |
$51k |
|
37k |
1.39 |