Kiley Juergens Wealth Management as of Dec. 31, 2017
Portfolio Holdings for Kiley Juergens Wealth Management
Kiley Juergens Wealth Management holds 719 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 |
|---|---|---|---|---|---|
| iShares Morningstar Large Growth (ILCG) | 7.1 | $7.9M | 50k | 156.49 | |
| Microsoft Corporation (MSFT) | 6.8 | $7.6M | 89k | 85.53 | |
| Apple (AAPL) | 6.0 | $6.7M | 40k | 169.23 | |
| Starbucks Corporation (SBUX) | 5.1 | $5.6M | 98k | 57.42 | |
| PowerShares QQQ Trust, Series 1 | 4.3 | $4.8M | 31k | 155.73 | |
| Berkshire Hathaway (BRK.B) | 3.8 | $4.2M | 21k | 198.22 | |
| Heritage Financial Corporation (HFWA) | 2.7 | $3.0M | 99k | 30.80 | |
| Costco Wholesale Corporation (COST) | 2.7 | $3.0M | 16k | 186.11 | |
| Amazon (AMZN) | 2.2 | $2.5M | 2.1k | 1169.27 | |
| Boeing Company (BA) | 2.0 | $2.3M | 7.7k | 294.88 | |
| Vanguard Short-Term Bond ETF (BSV) | 1.8 | $2.0M | 26k | 79.08 | |
| Johnson & Johnson (JNJ) | 1.8 | $2.0M | 14k | 139.68 | |
| Alphabet Inc Class A cs (GOOGL) | 1.7 | $1.9M | 1.8k | 1053.39 | |
| iShares Morningstar Large Value (ILCV) | 1.5 | $1.6M | 16k | 105.56 | |
| Paccar (PCAR) | 1.3 | $1.5M | 21k | 71.07 | |
| iShares Russell 2000 Index (IWM) | 1.2 | $1.4M | 9.1k | 152.41 | |
| Caterpillar (CAT) | 1.2 | $1.3M | 8.4k | 157.55 | |
| At&t (T) | 1.1 | $1.2M | 32k | 38.87 | |
| Intel Corporation (INTC) | 1.1 | $1.2M | 27k | 46.13 | |
| Chevron Corporation (CVX) | 1.1 | $1.2M | 9.4k | 125.12 | |
| Verizon Communications (VZ) | 1.0 | $1.2M | 22k | 52.92 | |
| SPDR Gold Trust (GLD) | 1.0 | $1.1M | 9.3k | 123.58 | |
| Procter & Gamble Company (PG) | 1.0 | $1.1M | 12k | 91.84 | |
| Facebook Inc cl a (META) | 1.0 | $1.1M | 6.2k | 176.31 | |
| 3M Company (MMM) | 0.8 | $929k | 3.9k | 235.37 | |
| Comcast Corporation (CMCSA) | 0.8 | $858k | 21k | 40.04 | |
| Vanguard Value ETF (VTV) | 0.8 | $834k | 7.8k | 106.31 | |
| Alphabet Inc Class C cs (GOOG) | 0.7 | $790k | 755.00 | 1046.36 | |
| Columbia Banking System (COLB) | 0.7 | $766k | 18k | 43.39 | |
| McDonald's Corporation (MCD) | 0.7 | $722k | 4.2k | 172.07 | |
| Walt Disney Company (DIS) | 0.6 | $708k | 6.6k | 107.39 | |
| Danaher Corporation (DHR) | 0.6 | $707k | 7.6k | 92.72 | |
| Energy Select Sector SPDR (XLE) | 0.6 | $703k | 9.7k | 72.22 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.6 | $689k | 6.8k | 101.91 | |
| Pepsi (PEP) | 0.6 | $679k | 5.7k | 119.88 | |
| Bank of America Corporation (BAC) | 0.6 | $664k | 23k | 29.49 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $672k | 2.5k | 266.56 | |
| Cisco Systems (CSCO) | 0.6 | $666k | 17k | 38.25 | |
| Dowdupont | 0.5 | $577k | 8.1k | 71.11 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $564k | 5.3k | 106.68 | |
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $564k | 12k | 45.89 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $547k | 6.5k | 83.54 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.5 | $498k | 32k | 15.42 | |
| Nike (NKE) | 0.4 | $484k | 7.8k | 62.44 | |
| NVIDIA Corporation (NVDA) | 0.4 | $464k | 2.4k | 193.49 | |
| SPDR S&P Dividend (SDY) | 0.4 | $472k | 5.0k | 94.40 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.4 | $410k | 7.2k | 56.71 | |
| Amgen (AMGN) | 0.4 | $398k | 2.3k | 173.95 | |
| Pfizer (PFE) | 0.3 | $390k | 11k | 36.13 | |
| iShares Russell Midcap Index Fund (IWR) | 0.3 | $385k | 1.9k | 207.77 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $386k | 4.5k | 85.59 | |
| General Electric Company | 0.3 | $362k | 21k | 17.43 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $353k | 7.9k | 44.83 | |
| BP (BP) | 0.3 | $334k | 8.0k | 41.99 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $334k | 7.1k | 47.05 | |
| Union Pacific Corporation (UNP) | 0.3 | $332k | 2.5k | 133.92 | |
| Netflix (NFLX) | 0.3 | $329k | 1.7k | 191.84 | |
| Wells Fargo & Company (WFC) | 0.3 | $326k | 5.4k | 60.64 | |
| iShares S&P 500 Index (IVV) | 0.3 | $316k | 1.2k | 268.25 | |
| U.S. Bancorp (USB) | 0.3 | $299k | 5.6k | 53.50 | |
| Bristol Myers Squibb (BMY) | 0.3 | $305k | 5.0k | 61.22 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $296k | 2.5k | 120.57 | |
| Alibaba Group Holding (BABA) | 0.3 | $285k | 1.7k | 172.31 | |
| ConocoPhillips (COP) | 0.2 | $278k | 5.1k | 54.82 | |
| Financial Select Sector SPDR (XLF) | 0.2 | $277k | 10k | 27.81 | |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.2 | $265k | 19k | 14.28 | |
| Consolidated Edison (ED) | 0.2 | $254k | 3.0k | 84.67 | |
| Pimco CA Muni. Income Fund II (PCK) | 0.2 | $254k | 25k | 10.16 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $248k | 3.5k | 70.16 | |
| MasterCard Incorporated (MA) | 0.2 | $234k | 1.5k | 151.26 | |
| Weyerhaeuser Company (WY) | 0.2 | $237k | 6.7k | 35.20 | |
| iShares Russell 3000 Index (IWV) | 0.2 | $237k | 1.5k | 157.89 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $234k | 1.7k | 136.84 | |
| Home Depot (HD) | 0.2 | $226k | 1.2k | 189.44 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $223k | 1.8k | 121.06 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $224k | 2.7k | 82.84 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.2 | $223k | 7.4k | 30.34 | |
| Fortive (FTV) | 0.2 | $225k | 3.1k | 72.18 | |
| Visa (V) | 0.2 | $213k | 1.9k | 113.96 | |
| Deere & Company (DE) | 0.2 | $203k | 1.3k | 156.15 | |
| Tesla Motors (TSLA) | 0.2 | $202k | 650.00 | 310.77 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $191k | 1.8k | 106.58 | |
| Wal-Mart Stores (WMT) | 0.2 | $190k | 1.9k | 98.60 | |
| Flexshares Tr qualt divd idx (QDF) | 0.2 | $191k | 4.2k | 44.96 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $174k | 3.4k | 51.03 | |
| Altria (MO) | 0.1 | $163k | 2.3k | 71.40 | |
| UnitedHealth (UNH) | 0.1 | $171k | 776.00 | 220.36 | |
| Key (KEY) | 0.1 | $165k | 8.2k | 20.06 | |
| Washington Federal (WAFD) | 0.1 | $172k | 5.0k | 34.15 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $167k | 1.1k | 154.20 | |
| CSX Corporation (CSX) | 0.1 | $155k | 2.8k | 54.69 | |
| Abbott Laboratories (ABT) | 0.1 | $155k | 2.7k | 57.03 | |
| Ingersoll-rand Co Ltd-cl A | 0.1 | $153k | 1.7k | 89.06 | |
| WisdomTree Equity Income Fund (DHS) | 0.1 | $158k | 2.2k | 72.71 | |
| Schwab International Equity ETF (SCHF) | 0.1 | $152k | 4.5k | 34.02 | |
| Devon Energy Corporation (DVN) | 0.1 | $140k | 3.4k | 41.21 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $141k | 442.00 | 319.00 | |
| Allstate Corporation (ALL) | 0.1 | $143k | 1.4k | 104.53 | |
| iShares Silver Trust (SLV) | 0.1 | $145k | 9.1k | 15.90 | |
| iShares MSCI Australia Index Fund (EWA) | 0.1 | $145k | 6.3k | 23.09 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $140k | 2.6k | 54.52 | |
| Kraft Heinz (KHC) | 0.1 | $147k | 1.9k | 77.57 | |
| American Express Company (AXP) | 0.1 | $132k | 1.3k | 99.10 | |
| Kroger (KR) | 0.1 | $132k | 4.8k | 27.31 | |
| International Business Machines (IBM) | 0.1 | $135k | 883.00 | 152.89 | |
| Enterprise Products Partners (EPD) | 0.1 | $130k | 4.9k | 26.38 | |
| Altaba | 0.1 | $136k | 2.0k | 69.57 | |
| Nordstrom | 0.1 | $123k | 2.6k | 47.02 | |
| Anadarko Petroleum Corporation | 0.1 | $121k | 2.3k | 53.33 | |
| United Technologies Corporation | 0.1 | $120k | 948.00 | 126.58 | |
| Vanguard Growth ETF (VUG) | 0.1 | $124k | 884.00 | 140.27 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $123k | 1.5k | 81.46 | |
| Vanguard Health Care ETF (VHT) | 0.1 | $118k | 767.00 | 153.85 | |
| Under Armour Inc Cl C (UA) | 0.1 | $119k | 9.0k | 13.22 | |
| Principal Financial (PFG) | 0.1 | $114k | 1.6k | 70.50 | |
| Waste Management (WM) | 0.1 | $106k | 1.2k | 86.32 | |
| Philip Morris International (PM) | 0.1 | $107k | 1.0k | 105.31 | |
| Biogen Idec (BIIB) | 0.1 | $107k | 339.00 | 315.63 | |
| Ford Motor Company (F) | 0.1 | $114k | 9.2k | 12.45 | |
| Edison International (EIX) | 0.1 | $110k | 1.8k | 62.79 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $108k | 804.00 | 134.33 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $106k | 1.1k | 98.15 | |
| PowerShares Dynamic Pharmaceuticals | 0.1 | $107k | 1.7k | 64.11 | |
| Time Warner | 0.1 | $101k | 1.1k | 91.07 | |
| Valero Energy Corporation (VLO) | 0.1 | $97k | 1.1k | 91.17 | |
| Maxim Integrated Products | 0.1 | $104k | 2.0k | 52.00 | |
| Schlumberger (SLB) | 0.1 | $102k | 1.5k | 67.19 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $105k | 1.0k | 104.17 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $104k | 5.5k | 18.90 | |
| Toyota Motor Corporation (TM) | 0.1 | $96k | 762.00 | 125.98 | |
| British American Tobac (BTI) | 0.1 | $100k | 1.5k | 66.62 | |
| Yamana Gold | 0.1 | $105k | 34k | 3.11 | |
| Adams Express Company (ADX) | 0.1 | $97k | 6.5k | 14.92 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $95k | 1.6k | 60.09 | |
| Abbvie (ABBV) | 0.1 | $102k | 1.1k | 96.68 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $92k | 300.00 | 306.67 | |
| Enbridge (ENB) | 0.1 | $85k | 2.2k | 38.92 | |
| Unilever (UL) | 0.1 | $88k | 1.6k | 54.90 | |
| Northwest Natural Gas | 0.1 | $94k | 1.6k | 59.08 | |
| Technology SPDR (XLK) | 0.1 | $84k | 1.3k | 63.83 | |
| iShares S&P Europe 350 Index (IEV) | 0.1 | $87k | 1.8k | 47.23 | |
| Vanguard Admiral Fds Inc equity (VOOG) | 0.1 | $92k | 676.00 | 136.09 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $84k | 345.00 | 243.48 | |
| First Tr Exchange Traded Fd high income etf (FTHI) | 0.1 | $88k | 3.8k | 23.27 | |
| Synchrony Financial (SYF) | 0.1 | $84k | 2.2k | 38.25 | |
| Cme (CME) | 0.1 | $80k | 552.00 | 144.93 | |
| Public Storage (PSA) | 0.1 | $75k | 362.00 | 207.18 | |
| Avista Corporation (AVA) | 0.1 | $78k | 1.5k | 51.32 | |
| Becton, Dickinson and (BDX) | 0.1 | $81k | 381.00 | 212.60 | |
| Capital One Financial (COF) | 0.1 | $79k | 796.00 | 99.25 | |
| United States Oil Fund | 0.1 | $77k | 6.4k | 11.98 | |
| Delta Air Lines (DAL) | 0.1 | $82k | 1.5k | 55.52 | |
| MetLife (MET) | 0.1 | $77k | 1.5k | 50.20 | |
| Magellan Midstream Partners | 0.1 | $75k | 1.1k | 70.42 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $77k | 223.00 | 345.29 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $75k | 1.4k | 54.47 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $73k | 454.00 | 160.79 | |
| Calamos Strategic Total Return Fund (CSQ) | 0.1 | $80k | 6.7k | 12.02 | |
| WisdomTree Intl. SmallCap Div (DLS) | 0.1 | $78k | 1.0k | 76.55 | |
| Schwab U S Small Cap ETF (SCHA) | 0.1 | $83k | 1.2k | 69.40 | |
| Coca-Cola Company (KO) | 0.1 | $63k | 1.4k | 45.55 | |
| FedEx Corporation (FDX) | 0.1 | $62k | 250.00 | 248.00 | |
| Emerson Electric (EMR) | 0.1 | $68k | 980.00 | 69.39 | |
| CVS Caremark Corporation (CVS) | 0.1 | $69k | 953.00 | 72.40 | |
| Novartis (NVS) | 0.1 | $65k | 779.00 | 83.44 | |
| GlaxoSmithKline | 0.1 | $67k | 1.9k | 35.24 | |
| Royal Dutch Shell | 0.1 | $66k | 975.00 | 67.69 | |
| EOG Resources (EOG) | 0.1 | $64k | 602.00 | 106.31 | |
| Alaska Air (ALK) | 0.1 | $68k | 927.00 | 73.35 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $65k | 304.00 | 213.82 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.1 | $65k | 1.4k | 47.58 | |
| WisdomTree Intl. LargeCap Div (DOL) | 0.1 | $70k | 1.4k | 50.04 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.1 | $68k | 1.5k | 45.27 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.1 | $68k | 2.4k | 28.80 | |
| Mexico Fund (MXF) | 0.1 | $65k | 4.2k | 15.58 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $70k | 1.1k | 63.58 | |
| Fireeye | 0.1 | $64k | 4.6k | 14.07 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.1 | $66k | 1.8k | 37.08 | |
| Broad | 0.1 | $69k | 272.00 | 253.68 | |
| Starwood Property Trust (STWD) | 0.1 | $59k | 2.8k | 21.07 | |
| Digital Realty Trust (DLR) | 0.1 | $52k | 458.00 | 113.54 | |
| Newmont Mining Corporation (NEM) | 0.1 | $56k | 1.5k | 37.33 | |
| Harley-Davidson (HOG) | 0.1 | $50k | 1.0k | 50.00 | |
| Royal Dutch Shell | 0.1 | $55k | 831.00 | 66.19 | |
| Canadian Natural Resources (CNQ) | 0.1 | $57k | 1.6k | 35.38 | |
| Kellogg Company (K) | 0.1 | $55k | 816.00 | 67.40 | |
| Pioneer Natural Resources | 0.1 | $51k | 296.00 | 172.30 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $59k | 398.00 | 148.24 | |
| ING Groep (ING) | 0.1 | $54k | 2.9k | 18.44 | |
| Timberland Ban (TSBK) | 0.1 | $57k | 2.2k | 26.51 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $58k | 386.00 | 150.26 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $60k | 613.00 | 97.88 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $53k | 692.00 | 76.59 | |
| CurrencyShares Australian Dollar Trust | 0.1 | $54k | 700.00 | 77.14 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.1 | $53k | 1.0k | 53.00 | |
| Neuberger Berman Real Estate Sec (NRO) | 0.1 | $61k | 11k | 5.52 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $56k | 4.0k | 13.97 | |
| Wells Fargo Adv Global Dividend Opport (EOD) | 0.1 | $52k | 8.9k | 5.84 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $59k | 922.00 | 63.99 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $52k | 1.9k | 27.60 | |
| 0.1 | $51k | 2.2k | 23.63 | ||
| Paypal Holdings (PYPL) | 0.1 | $57k | 776.00 | 73.45 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $40k | 2.8k | 14.29 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $41k | 586.00 | 69.97 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $42k | 929.00 | 45.21 | |
| Progressive Corporation (PGR) | 0.0 | $49k | 887.00 | 55.24 | |
| Eli Lilly & Co. (LLY) | 0.0 | $44k | 528.00 | 83.33 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $41k | 275.00 | 149.09 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $48k | 1.2k | 40.00 | |
| Apache Corporation | 0.0 | $40k | 970.00 | 41.24 | |
| W.W. Grainger (GWW) | 0.0 | $45k | 191.00 | 235.60 | |
| Las Vegas Sands (LVS) | 0.0 | $49k | 715.00 | 68.53 | |
| eBay (EBAY) | 0.0 | $45k | 1.2k | 37.50 | |
| Honeywell International (HON) | 0.0 | $48k | 315.00 | 152.38 | |
| Target Corporation (TGT) | 0.0 | $48k | 740.00 | 64.86 | |
| Oracle Corporation (ORCL) | 0.0 | $48k | 1.0k | 47.06 | |
| Enbridge Energy Partners | 0.0 | $41k | 3.0k | 13.67 | |
| NuStar Energy | 0.0 | $39k | 1.3k | 29.86 | |
| Alexion Pharmaceuticals | 0.0 | $39k | 333.00 | 117.12 | |
| United States Steel Corporation | 0.0 | $42k | 1.2k | 35.00 | |
| LTC Properties (LTC) | 0.0 | $44k | 1.0k | 43.05 | |
| American International (AIG) | 0.0 | $40k | 676.00 | 59.17 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $40k | 325.00 | 123.08 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $46k | 380.00 | 121.05 | |
| PowerShares FTSE RAFI US 1000 | 0.0 | $44k | 395.00 | 111.39 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $44k | 3.5k | 12.57 | |
| PowerShares Preferred Portfolio | 0.0 | $47k | 3.2k | 14.69 | |
| CurrencyShares Canadian Dollar Trust | 0.0 | $39k | 500.00 | 78.00 | |
| PowerShares Aerospace & Defense | 0.0 | $45k | 851.00 | 52.88 | |
| Ishares Tr rus200 grw idx (IWY) | 0.0 | $46k | 641.00 | 71.76 | |
| Vanguard Admiral Fds Inc equity (VOOV) | 0.0 | $39k | 359.00 | 108.64 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $41k | 582.00 | 70.45 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $39k | 790.00 | 49.37 | |
| Owens Corning (OC) | 0.0 | $34k | 372.00 | 91.40 | |
| HSBC Holdings (HSBC) | 0.0 | $31k | 612.00 | 50.65 | |
| Corning Incorporated (GLW) | 0.0 | $30k | 954.00 | 31.45 | |
| BlackRock | 0.0 | $28k | 56.00 | 500.00 | |
| Northern Trust Corporation (NTRS) | 0.0 | $38k | 382.00 | 99.48 | |
| ResMed (RMD) | 0.0 | $37k | 444.00 | 83.33 | |
| Autodesk (ADSK) | 0.0 | $36k | 348.00 | 103.45 | |
| Carnival Corporation (CCL) | 0.0 | $33k | 500.00 | 66.00 | |
| Citrix Systems | 0.0 | $29k | 333.00 | 87.09 | |
| Noble Energy | 0.0 | $32k | 1.1k | 29.09 | |
| Travelers Companies (TRV) | 0.0 | $32k | 236.00 | 135.59 | |
| Newell Rubbermaid (NWL) | 0.0 | $30k | 998.00 | 30.06 | |
| Western Digital (WDC) | 0.0 | $32k | 412.00 | 77.67 | |
| Darden Restaurants (DRI) | 0.0 | $33k | 344.00 | 95.93 | |
| AmerisourceBergen (COR) | 0.0 | $38k | 416.00 | 91.35 | |
| Tyson Foods (TSN) | 0.0 | $29k | 370.00 | 78.38 | |
| AstraZeneca (AZN) | 0.0 | $30k | 876.00 | 34.25 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $35k | 186.00 | 188.17 | |
| Aetna | 0.0 | $34k | 193.00 | 176.17 | |
| Yum! Brands (YUM) | 0.0 | $37k | 465.00 | 79.57 | |
| Diageo (DEO) | 0.0 | $28k | 195.00 | 143.59 | |
| Halliburton Company (HAL) | 0.0 | $28k | 586.00 | 47.78 | |
| Hess (HES) | 0.0 | $28k | 600.00 | 46.67 | |
| Liberty Media | 0.0 | $28k | 1.2k | 23.75 | |
| NCR Corporation (VYX) | 0.0 | $30k | 900.00 | 33.33 | |
| Unilever | 0.0 | $38k | 692.00 | 54.91 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $36k | 290.00 | 124.14 | |
| Exelon Corporation (EXC) | 0.0 | $30k | 771.00 | 38.91 | |
| Total (TTE) | 0.0 | $34k | 627.00 | 54.23 | |
| Illinois Tool Works (ITW) | 0.0 | $37k | 227.00 | 163.00 | |
| Accenture (ACN) | 0.0 | $37k | 245.00 | 151.02 | |
| First Industrial Realty Trust (FR) | 0.0 | $31k | 1.0k | 31.00 | |
| Omni (OMC) | 0.0 | $34k | 480.00 | 70.83 | |
| ConAgra Foods (CAG) | 0.0 | $32k | 850.00 | 37.65 | |
| Marathon Oil Corporation (MRO) | 0.0 | $37k | 2.2k | 16.82 | |
| Macquarie Infrastructure Company | 0.0 | $30k | 475.00 | 63.16 | |
| BHP Billiton (BHP) | 0.0 | $29k | 650.00 | 44.62 | |
| Intuit (INTU) | 0.0 | $35k | 226.00 | 154.87 | |
| Aqua America | 0.0 | $32k | 816.00 | 39.22 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $32k | 318.00 | 100.63 | |
| Kansas City Southern | 0.0 | $36k | 348.00 | 103.45 | |
| Realty Income (O) | 0.0 | $37k | 654.00 | 56.57 | |
| Royal Bank of Scotland | 0.0 | $29k | 3.8k | 7.61 | |
| American Water Works (AWK) | 0.0 | $29k | 326.00 | 88.96 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $35k | 189.00 | 185.19 | |
| Oneok (OKE) | 0.0 | $31k | 591.00 | 52.45 | |
| Craft Brewers Alliance | 0.0 | $36k | 1.9k | 18.81 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $32k | 219.00 | 146.12 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $28k | 249.00 | 112.45 | |
| CurrencyShares Swiss Franc Trust | 0.0 | $33k | 350.00 | 94.29 | |
| SPDR S&P International Small Cap (GWX) | 0.0 | $31k | 900.00 | 34.44 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $35k | 317.00 | 110.41 | |
| Targa Res Corp (TRGP) | 0.0 | $31k | 651.00 | 47.62 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $34k | 429.00 | 79.25 | |
| Powershares Etf Tr Ii cmn | 0.0 | $36k | 656.00 | 54.88 | |
| Phillips 66 (PSX) | 0.0 | $34k | 342.00 | 99.42 | |
| Oaktree Cap | 0.0 | $35k | 853.00 | 41.03 | |
| Mondelez Int (MDLZ) | 0.0 | $32k | 762.00 | 41.99 | |
| Anthem (ELV) | 0.0 | $33k | 147.00 | 224.49 | |
| Dell Technologies Inc Class V equity | 0.0 | $29k | 361.00 | 80.33 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $38k | 1.0k | 37.22 | |
| Delphi Automotive Inc international | 0.0 | $38k | 450.00 | 84.44 | |
| Hasbro (HAS) | 0.0 | $27k | 297.00 | 90.91 | |
| SK Tele | 0.0 | $27k | 991.00 | 27.25 | |
| Tenaris (TS) | 0.0 | $27k | 875.00 | 30.86 | |
| Turkcell Iletisim Hizmetleri A.S. (TKC) | 0.0 | $17k | 1.7k | 9.87 | |
| Broadridge Financial Solutions (BR) | 0.0 | $17k | 195.00 | 87.18 | |
| Goldman Sachs (GS) | 0.0 | $27k | 106.00 | 254.72 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $17k | 332.00 | 51.20 | |
| Canadian Natl Ry (CNI) | 0.0 | $20k | 250.00 | 80.00 | |
| Monsanto Company | 0.0 | $26k | 227.00 | 114.54 | |
| Via | 0.0 | $23k | 765.00 | 30.07 | |
| Cardinal Health (CAH) | 0.0 | $22k | 361.00 | 60.94 | |
| Cummins (CMI) | 0.0 | $17k | 100.00 | 170.00 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $24k | 217.00 | 110.60 | |
| Nucor Corporation (NUE) | 0.0 | $22k | 360.00 | 61.11 | |
| Polaris Industries (PII) | 0.0 | $20k | 162.00 | 123.46 | |
| Ritchie Bros. Auctioneers Inco | 0.0 | $25k | 865.00 | 28.90 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $17k | 99.00 | 171.72 | |
| Automatic Data Processing (ADP) | 0.0 | $23k | 200.00 | 115.00 | |
| Boston Scientific Corporation (BSX) | 0.0 | $24k | 1.0k | 24.00 | |
| Briggs & Stratton Corporation | 0.0 | $25k | 1.0k | 25.00 | |
| Colgate-Palmolive Company (CL) | 0.0 | $26k | 352.00 | 73.86 | |
| Sanofi-Aventis SA (SNY) | 0.0 | $19k | 460.00 | 41.30 | |
| Symantec Corporation | 0.0 | $22k | 790.00 | 27.85 | |
| American Electric Power Company (AEP) | 0.0 | $26k | 363.00 | 71.63 | |
| Gilead Sciences (GILD) | 0.0 | $21k | 301.00 | 69.77 | |
| TJX Companies (TJX) | 0.0 | $23k | 307.00 | 74.92 | |
| Novo Nordisk A/S (NVO) | 0.0 | $17k | 325.00 | 52.31 | |
| Sap (SAP) | 0.0 | $22k | 199.00 | 110.55 | |
| Brookfield Infrastructure Part (BIP) | 0.0 | $22k | 513.00 | 42.88 | |
| Prudential Financial (PRU) | 0.0 | $17k | 150.00 | 113.33 | |
| Axis Capital Holdings (AXS) | 0.0 | $23k | 461.00 | 49.89 | |
| Fastenal Company (FAST) | 0.0 | $26k | 483.00 | 53.83 | |
| Pos (PKX) | 0.0 | $26k | 338.00 | 76.92 | |
| Ventas (VTR) | 0.0 | $23k | 385.00 | 59.74 | |
| Amphenol Corporation (APH) | 0.0 | $20k | 235.00 | 85.11 | |
| Griffon Corporation (GFF) | 0.0 | $22k | 1.1k | 20.00 | |
| Baidu (BIDU) | 0.0 | $17k | 76.00 | 223.68 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $18k | 1.0k | 17.39 | |
| Southwest Airlines (LUV) | 0.0 | $19k | 303.00 | 62.71 | |
| Omega Healthcare Investors (OHI) | 0.0 | $19k | 700.00 | 27.14 | |
| Textron (TXT) | 0.0 | $20k | 357.00 | 56.02 | |
| BP Prudhoe Bay Royalty Trust (BPPTU) | 0.0 | $20k | 1.0k | 20.00 | |
| MGM Resorts International. (MGM) | 0.0 | $20k | 600.00 | 33.33 | |
| Skyworks Solutions (SWKS) | 0.0 | $22k | 238.00 | 92.44 | |
| F5 Networks (FFIV) | 0.0 | $26k | 200.00 | 130.00 | |
| Rockwell Automation (ROK) | 0.0 | $18k | 91.00 | 197.80 | |
| Federal Realty Inv. Trust | 0.0 | $26k | 200.00 | 130.00 | |
| Suncor Energy (SU) | 0.0 | $23k | 647.00 | 35.55 | |
| Manulife Finl Corp (MFC) | 0.0 | $18k | 907.00 | 19.85 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $21k | 200.00 | 105.00 | |
| Rydex S&P Equal Weight ETF | 0.0 | $25k | 250.00 | 100.00 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $23k | 200.00 | 115.00 | |
| PowerShares Water Resources | 0.0 | $18k | 600.00 | 30.00 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $24k | 478.00 | 50.21 | |
| Eaton Vance Municipal Income Trust (EVN) | 0.0 | $18k | 1.5k | 12.00 | |
| Industries N shs - a - (LYB) | 0.0 | $18k | 167.00 | 107.78 | |
| Gabelli Dividend & Income Trust (GDV) | 0.0 | $23k | 1.0k | 23.00 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.0 | $19k | 504.00 | 37.70 | |
| iShares Dow Jones US Financial (IYF) | 0.0 | $24k | 201.00 | 119.40 | |
| SPDR S&P Emerging Asia Pacific (GMF) | 0.0 | $19k | 183.00 | 103.83 | |
| BlackRock Municipal Income Trust II (BLE) | 0.0 | $21k | 1.5k | 14.00 | |
| BlackRock MuniHoldings Fund (MHD) | 0.0 | $20k | 1.3k | 16.00 | |
| Invesco Municipal Income Opp Trust (OIA) | 0.0 | $24k | 3.0k | 8.00 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $20k | 1.5k | 13.60 | |
| WisdomTree Intl. MidCap Dividend F (DIM) | 0.0 | $26k | 380.00 | 68.42 | |
| inv grd crp bd (CORP) | 0.0 | $22k | 215.00 | 102.33 | |
| Vanguard Admiral Fds Inc smlcp 600 grth (VIOG) | 0.0 | $18k | 127.00 | 141.73 | |
| Vanguard Admiral Fds Inc equity (IVOV) | 0.0 | $18k | 151.00 | 119.21 | |
| Pimco Etf Tr 0-5 high yield (HYS) | 0.0 | $22k | 223.00 | 98.65 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $20k | 387.00 | 51.68 | |
| Workday Inc cl a (WDAY) | 0.0 | $26k | 265.00 | 98.11 | |
| Luxoft Holding Inc cmn | 0.0 | $17k | 312.00 | 54.49 | |
| Allegion Plc equity (ALLE) | 0.0 | $22k | 285.00 | 77.19 | |
| H & Q Healthcare Fund equities (HQH) | 0.0 | $27k | 1.2k | 22.50 | |
| Walgreen Boots Alliance | 0.0 | $27k | 382.00 | 70.68 | |
| Square Inc cl a (XYZ) | 0.0 | $17k | 500.00 | 34.00 | |
| Global X Fds glb x lithium (LIT) | 0.0 | $24k | 636.00 | 37.74 | |
| Yum China Holdings (YUMC) | 0.0 | $23k | 590.00 | 38.98 | |
| Conduent Incorporate (CNDT) | 0.0 | $17k | 1.1k | 15.41 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $27k | 867.00 | 31.14 | |
| Ssr Mining (SSRM) | 0.0 | $17k | 2.0k | 8.50 | |
| Tapestry (TPR) | 0.0 | $19k | 448.00 | 42.41 | |
| Barrick Gold Corp (GOLD) | 0.0 | $14k | 1.0k | 14.00 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $8.0k | 215.00 | 37.21 | |
| Hartford Financial Services (HIG) | 0.0 | $16k | 296.00 | 54.05 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $14k | 283.00 | 49.47 | |
| State Street Corporation (STT) | 0.0 | $9.0k | 95.00 | 94.74 | |
| Reinsurance Group of America (RGA) | 0.0 | $15k | 102.00 | 147.06 | |
| Blackstone | 0.0 | $6.0k | 195.00 | 30.77 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $11k | 175.00 | 62.86 | |
| Baxter International (BAX) | 0.0 | $9.0k | 150.00 | 60.00 | |
| Martin Marietta Materials (MLM) | 0.0 | $12k | 57.00 | 210.53 | |
| CBS Corporation | 0.0 | $6.0k | 112.00 | 53.57 | |
| AES Corporation (AES) | 0.0 | $7.0k | 669.00 | 10.46 | |
| Lennar Corporation (LEN) | 0.0 | $11k | 183.00 | 60.11 | |
| United Parcel Service (UPS) | 0.0 | $11k | 97.00 | 113.40 | |
| Diebold Incorporated | 0.0 | $8.0k | 500.00 | 16.00 | |
| Hawaiian Electric Industries (HE) | 0.0 | $14k | 400.00 | 35.00 | |
| Nuance Communications | 0.0 | $9.0k | 582.00 | 15.46 | |
| Paychex (PAYX) | 0.0 | $14k | 218.00 | 64.22 | |
| RPM International (RPM) | 0.0 | $13k | 261.00 | 49.81 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $16k | 140.00 | 114.29 | |
| Sonoco Products Company (SON) | 0.0 | $14k | 267.00 | 52.43 | |
| Stanley Black & Decker (SWK) | 0.0 | $16k | 100.00 | 160.00 | |
| SYSCO Corporation (SYY) | 0.0 | $14k | 233.00 | 60.09 | |
| V.F. Corporation (VFC) | 0.0 | $10k | 145.00 | 68.97 | |
| Molson Coors Brewing Company (TAP) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Transocean (RIG) | 0.0 | $12k | 1.2k | 9.94 | |
| Akamai Technologies (AKAM) | 0.0 | $7.0k | 116.00 | 60.34 | |
| Charles River Laboratories (CRL) | 0.0 | $15k | 143.00 | 104.90 | |
| International Paper Company (IP) | 0.0 | $9.0k | 167.00 | 53.89 | |
| Regions Financial Corporation (RF) | 0.0 | $11k | 692.00 | 15.90 | |
| National-Oilwell Var | 0.0 | $8.0k | 226.00 | 35.40 | |
| Unum (UNM) | 0.0 | $10k | 194.00 | 51.55 | |
| Tetra Tech (TTEK) | 0.0 | $7.0k | 148.00 | 47.30 | |
| Rockwell Collins | 0.0 | $8.0k | 62.00 | 129.03 | |
| Helmerich & Payne (HP) | 0.0 | $12k | 200.00 | 60.00 | |
| Red Hat | 0.0 | $7.0k | 60.00 | 116.67 | |
| Aegon | 0.0 | $15k | 2.5k | 6.04 | |
| Fluor Corporation (FLR) | 0.0 | $10k | 209.00 | 47.85 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $9.0k | 119.00 | 75.63 | |
| Encana Corp | 0.0 | $7.0k | 582.00 | 12.03 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $6.0k | 100.00 | 60.00 | |
| Qualcomm (QCOM) | 0.0 | $6.0k | 100.00 | 60.00 | |
| Buckeye Partners | 0.0 | $7.0k | 150.00 | 46.67 | |
| General Dynamics Corporation (GD) | 0.0 | $16k | 82.00 | 195.12 | |
| Cintas Corporation (CTAS) | 0.0 | $15k | 100.00 | 150.00 | |
| Clorox Company (CLX) | 0.0 | $8.0k | 55.00 | 145.45 | |
| Fifth Third Ban (FITB) | 0.0 | $15k | 525.00 | 28.57 | |
| Msci (MSCI) | 0.0 | $12k | 100.00 | 120.00 | |
| Advance Auto Parts (AAP) | 0.0 | $12k | 125.00 | 96.00 | |
| TrueBlue (TBI) | 0.0 | $15k | 561.00 | 26.74 | |
| AvalonBay Communities (AVB) | 0.0 | $11k | 66.00 | 166.67 | |
| PPL Corporation (PPL) | 0.0 | $9.0k | 300.00 | 30.00 | |
| Public Service Enterprise (PEG) | 0.0 | $15k | 293.00 | 51.19 | |
| Applied Materials (AMAT) | 0.0 | $11k | 226.00 | 48.67 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $10k | 122.00 | 81.97 | |
| Gra (GGG) | 0.0 | $15k | 345.00 | 43.48 | |
| Constellation Brands (STZ) | 0.0 | $6.0k | 28.00 | 214.29 | |
| Southwest Gas Corporation (SWX) | 0.0 | $10k | 125.00 | 80.00 | |
| Amdocs Ltd ord (DOX) | 0.0 | $8.0k | 133.00 | 60.15 | |
| Micron Technology (MU) | 0.0 | $16k | 400.00 | 40.00 | |
| Invesco (IVZ) | 0.0 | $9.0k | 270.00 | 33.33 | |
| salesforce (CRM) | 0.0 | $8.0k | 80.00 | 100.00 | |
| Dolby Laboratories (DLB) | 0.0 | $15k | 246.00 | 60.98 | |
| Entergy Corporation (ETR) | 0.0 | $8.0k | 103.00 | 77.67 | |
| Advanced Energy Industries (AEIS) | 0.0 | $13k | 200.00 | 65.00 | |
| Celanese Corporation (CE) | 0.0 | $6.0k | 60.00 | 100.00 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $9.0k | 64.00 | 140.62 | |
| Zions Bancorporation (ZION) | 0.0 | $8.0k | 175.00 | 45.71 | |
| Cypress Semiconductor Corporation | 0.0 | $11k | 752.00 | 14.63 | |
| Lam Research Corporation | 0.0 | $10k | 57.00 | 175.44 | |
| Western Gas Partners | 0.0 | $10k | 209.00 | 47.85 | |
| Alliant Energy Corporation (LNT) | 0.0 | $14k | 350.00 | 40.00 | |
| Plains All American Pipeline (PAA) | 0.0 | $6.0k | 300.00 | 20.00 | |
| Terex Corporation (TEX) | 0.0 | $9.0k | 196.00 | 45.92 | |
| Trinity Industries (TRN) | 0.0 | $11k | 300.00 | 36.67 | |
| West Pharmaceutical Services (WST) | 0.0 | $15k | 162.00 | 92.59 | |
| Cimarex Energy | 0.0 | $9.0k | 78.00 | 115.38 | |
| Alliance Resource Partners (ARLP) | 0.0 | $7.0k | 400.00 | 17.50 | |
| Celgene Corporation | 0.0 | $7.0k | 68.00 | 102.94 | |
| Centene Corporation (CNC) | 0.0 | $6.0k | 60.00 | 100.00 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $13k | 429.00 | 30.30 | |
| Lululemon Athletica (LULU) | 0.0 | $7.0k | 100.00 | 70.00 | |
| NetScout Systems (NTCT) | 0.0 | $13k | 453.00 | 28.70 | |
| Valmont Industries (VMI) | 0.0 | $16k | 100.00 | 160.00 | |
| City Holding Company (CHCO) | 0.0 | $13k | 200.00 | 65.00 | |
| Icahn Enterprises (IEP) | 0.0 | $13k | 256.00 | 50.78 | |
| PacWest Ban | 0.0 | $13k | 260.00 | 50.00 | |
| United Natural Foods (UNFI) | 0.0 | $6.0k | 125.00 | 48.00 | |
| Rbc Cad (RY) | 0.0 | $6.0k | 75.00 | 80.00 | |
| Dana Holding Corporation (DAN) | 0.0 | $9.0k | 289.00 | 31.14 | |
| SPDR KBW Regional Banking (KRE) | 0.0 | $11k | 190.00 | 57.89 | |
| AECOM Technology Corporation (ACM) | 0.0 | $14k | 400.00 | 35.00 | |
| Simon Property (SPG) | 0.0 | $7.0k | 44.00 | 159.09 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $14k | 60.00 | 233.33 | |
| Zion Oil & Gas (ZNOG) | 0.0 | $11k | 5.3k | 2.08 | |
| Utilities SPDR (XLU) | 0.0 | $6.0k | 130.00 | 46.15 | |
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $9.0k | 120.00 | 75.00 | |
| RCM Technologies (RCMT) | 0.0 | $7.0k | 1.2k | 5.83 | |
| BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $15k | 1.2k | 12.35 | |
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $11k | 108.00 | 101.85 | |
| Hldgs (UAL) | 0.0 | $6.0k | 100.00 | 60.00 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $12k | 119.00 | 100.84 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $13k | 88.00 | 147.73 | |
| First Republic Bank/san F (FRCB) | 0.0 | $15k | 175.00 | 85.71 | |
| iShares MSCI Canada Index (EWC) | 0.0 | $7.0k | 246.00 | 28.46 | |
| Motorola Solutions (MSI) | 0.0 | $9.0k | 107.00 | 84.11 | |
| Vanguard European ETF (VGK) | 0.0 | $15k | 267.00 | 56.18 | |
| Kayne Anderson Energy Total Return Fund | 0.0 | $10k | 1.0k | 10.00 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $16k | 406.00 | 39.41 | |
| iShares MSCI Germany Index Fund (EWG) | 0.0 | $16k | 510.00 | 31.37 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $8.0k | 50.00 | 160.00 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $8.0k | 110.00 | 72.73 | |
| iShares S&P Global Telecommunicat. (IXP) | 0.0 | $14k | 233.00 | 60.09 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $9.0k | 50.00 | 180.00 | |
| MSCI Europe Financials Sector Index Fund (EUFN) | 0.0 | $11k | 500.00 | 22.00 | |
| Cohen & Steers Glbl Relt (RDOG) | 0.0 | $6.0k | 139.00 | 43.17 | |
| iShares S&P Global Utilities Sector (JXI) | 0.0 | $15k | 323.00 | 46.44 | |
| PowerShares Dynamic Biotech &Genome | 0.0 | $14k | 300.00 | 46.67 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $14k | 484.00 | 28.93 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $13k | 282.00 | 46.10 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $6.0k | 175.00 | 34.29 | |
| First Trust Utilities AlphaDEX Fnd (FXU) | 0.0 | $7.0k | 299.00 | 23.41 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.0 | $15k | 341.00 | 43.99 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.0 | $10k | 279.00 | 35.84 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $10k | 86.00 | 116.28 | |
| Vanguard Admiral Fds Inc cmn (IVOO) | 0.0 | $16k | 126.00 | 126.98 | |
| Huntington Ingalls Inds (HII) | 0.0 | $6.0k | 27.00 | 222.22 | |
| Amc Networks Inc Cl A (AMCX) | 0.0 | $9.0k | 177.00 | 50.85 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $7.0k | 110.00 | 63.64 | |
| Matson (MATX) | 0.0 | $7.0k | 250.00 | 28.00 | |
| Asml Holding (ASML) | 0.0 | $9.0k | 57.00 | 157.89 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $9.0k | 162.00 | 55.56 | |
| Gw Pharmaceuticals Plc ads | 0.0 | $6.0k | 50.00 | 120.00 | |
| Flexshares Tr intl qltdv idx (IQDF) | 0.0 | $8.0k | 303.00 | 26.40 | |
| Premier (PINC) | 0.0 | $12k | 430.00 | 27.91 | |
| Clearbridge Amern Energ M | 0.0 | $14k | 1.8k | 7.91 | |
| Dbx Trackers db xtr msci eur (DBEU) | 0.0 | $11k | 398.00 | 27.64 | |
| Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.0 | $10k | 251.00 | 39.84 | |
| Voya Financial (VOYA) | 0.0 | $7.0k | 150.00 | 46.67 | |
| Citizens Financial (CFG) | 0.0 | $13k | 311.00 | 41.80 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $16k | 195.00 | 82.05 | |
| Liberty Broadband Corporation (LBRDA) | 0.0 | $8.0k | 98.00 | 81.63 | |
| Nuveen Nasdaq 100 Dynamic Over (QQQX) | 0.0 | $16k | 702.00 | 22.79 | |
| Orbital Atk | 0.0 | $16k | 125.00 | 128.00 | |
| Box Inc cl a (BOX) | 0.0 | $10k | 500.00 | 20.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $14k | 978.00 | 14.31 | |
| First Data | 0.0 | $6.0k | 377.00 | 15.92 | |
| Atlassian Corp Plc cl a | 0.0 | $6.0k | 150.00 | 40.00 | |
| Arris | 0.0 | $8.0k | 343.00 | 23.32 | |
| Editas Medicine (EDIT) | 0.0 | $15k | 500.00 | 30.00 | |
| Nuvectra | 0.0 | $11k | 1.4k | 7.67 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $15k | 398.00 | 37.69 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $11k | 284.00 | 38.73 | |
| Adient (ADNT) | 0.0 | $7.0k | 89.00 | 78.65 | |
| Lamb Weston Hldgs (LW) | 0.0 | $15k | 283.00 | 53.00 | |
| Lions Gate Entmnt Corp cl b non vtg | 0.0 | $8.0k | 277.00 | 28.88 | |
| Bioverativ Inc Com equity | 0.0 | $8.0k | 159.00 | 50.31 | |
| Iqvia Holdings (IQV) | 0.0 | $14k | 150.00 | 93.33 | |
| Covanta Holding Corporation | 0.0 | $4.0k | 241.00 | 16.60 | |
| Loews Corporation (L) | 0.0 | $3.0k | 70.00 | 42.86 | |
| Packaging Corporation of America (PKG) | 0.0 | $5.0k | 44.00 | 113.64 | |
| China Petroleum & Chemical | 0.0 | $5.0k | 79.00 | 63.29 | |
| Lear Corporation (LEA) | 0.0 | $5.0k | 33.00 | 151.52 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $4.0k | 87.00 | 45.98 | |
| Ameriprise Financial (AMP) | 0.0 | $2.0k | 16.00 | 125.00 | |
| Affiliated Managers (AMG) | 0.0 | $0 | 4.00 | 0.00 | |
| Equifax (EFX) | 0.0 | $5.0k | 50.00 | 100.00 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $4.0k | 159.00 | 25.16 | |
| Ecolab (ECL) | 0.0 | $4.0k | 30.00 | 133.33 | |
| Tractor Supply Company (TSCO) | 0.0 | $1.0k | 18.00 | 55.56 | |
| Crocs (CROX) | 0.0 | $0 | 51.00 | 0.00 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $4.0k | 11.00 | 363.64 | |
| Health Care SPDR (XLV) | 0.0 | $4.0k | 52.00 | 76.92 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $2.0k | 125.00 | 16.00 | |
| Sony Corporation (SONY) | 0.0 | $1.0k | 43.00 | 23.26 | |
| Great Plains Energy Incorporated | 0.0 | $5.0k | 156.00 | 32.05 | |
| Brookfield Asset Management | 0.0 | $4.0k | 103.00 | 38.83 | |
| Dominion Resources (D) | 0.0 | $4.0k | 60.00 | 66.67 | |
| FirstEnergy (FE) | 0.0 | $3.0k | 116.00 | 25.86 | |
| Core Laboratories | 0.0 | $1.0k | 10.00 | 100.00 | |
| J.C. Penney Company | 0.0 | $0 | 34.00 | 0.00 | |
| Microchip Technology (MCHP) | 0.0 | $2.0k | 30.00 | 66.67 | |
| Teradata Corporation (TDC) | 0.0 | $0 | 200.00 | 0.00 | |
| Best Buy (BBY) | 0.0 | $0 | 45.00 | 0.00 | |
| Nu Skin Enterprises (NUS) | 0.0 | $0 | 55.00 | 0.00 | |
| Morgan Stanley (MS) | 0.0 | $5.0k | 108.00 | 46.30 | |
| Cabot Corporation (CBT) | 0.0 | $5.0k | 82.00 | 60.98 | |
| Nokia Corporation (NOK) | 0.0 | $0 | 68.00 | 0.00 | |
| Analog Devices (ADI) | 0.0 | $4.0k | 52.00 | 76.92 | |
| Eastman Chemical Company (EMN) | 0.0 | $5.0k | 57.00 | 87.72 | |
| CenturyLink | 0.0 | $0 | 2.00 | 0.00 | |
| Newfield Exploration | 0.0 | $4.0k | 135.00 | 29.63 | |
| Potash Corp. Of Saskatchewan I | 0.0 | $0 | 50.00 | 0.00 | |
| BB&T Corporation | 0.0 | $5.0k | 105.00 | 47.62 | |
| CIGNA Corporation | 0.0 | $4.0k | 20.00 | 200.00 | |
| General Mills (GIS) | 0.0 | $3.0k | 60.00 | 50.00 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $3.0k | 48.00 | 62.50 | |
| Praxair | 0.0 | $4.0k | 32.00 | 125.00 | |
| Statoil ASA | 0.0 | $0 | 430.00 | 0.00 | |
| Canadian Pacific Railway | 0.0 | $5.0k | 30.00 | 166.67 | |
| Williams Companies (WMB) | 0.0 | $2.0k | 83.00 | 24.10 | |
| PG&E Corporation (PCG) | 0.0 | $4.0k | 104.00 | 38.46 | |
| Anheuser-Busch InBev NV (BUD) | 0.0 | $5.0k | 53.00 | 94.34 | |
| Lowe's Companies (LOW) | 0.0 | $5.0k | 64.00 | 78.12 | |
| Marriott International (MAR) | 0.0 | $1.0k | 10.00 | 100.00 | |
| UMH Properties (UMH) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Barclays (BCS) | 0.0 | $3.0k | 321.00 | 9.35 | |
| Hershey Company (HSY) | 0.0 | $5.0k | 50.00 | 100.00 | |
| Discovery Communications | 0.0 | $1.0k | 73.00 | 13.70 | |
| Dr Pepper Snapple | 0.0 | $4.0k | 51.00 | 78.43 | |
| PDL BioPharma | 0.0 | $3.0k | 1.3k | 2.40 | |
| New York Community Ban | 0.0 | $5.0k | 400.00 | 12.50 | |
| Overstock (BBBY) | 0.0 | $0 | 10.00 | 0.00 | |
| Chesapeake Energy Corporation | 0.0 | $999.000000 | 300.00 | 3.33 | |
| Lennar Corporation (LEN.B) | 0.0 | $0 | 2.00 | 0.00 | |
| Umpqua Holdings Corporation | 0.0 | $0 | 13.00 | 0.00 | |
| CNA Financial Corporation (CNA) | 0.0 | $5.0k | 105.00 | 47.62 | |
| ON Semiconductor (ON) | 0.0 | $5.0k | 262.00 | 19.08 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $5.0k | 208.00 | 24.04 | |
| Activision Blizzard | 0.0 | $0 | 6.00 | 0.00 | |
| Allscripts Healthcare Solutions (MDRX) | 0.0 | $5.0k | 400.00 | 12.50 | |
| Under Armour (UAA) | 0.0 | $999.780000 | 114.00 | 8.77 | |
| Eaton Vance | 0.0 | $2.0k | 50.00 | 40.00 | |
| Impax Laboratories | 0.0 | $2.0k | 168.00 | 11.90 | |
| Marvell Technology Group | 0.0 | $4.0k | 200.00 | 20.00 | |
| STMicroelectronics (STM) | 0.0 | $4.0k | 200.00 | 20.00 | |
| Hecla Mining Company (HL) | 0.0 | $0 | 25.00 | 0.00 | |
| Oshkosh Corporation (OSK) | 0.0 | $5.0k | 63.00 | 79.37 | |
| Atmos Energy Corporation (ATO) | 0.0 | $0 | 500.00 | 0.00 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $3.0k | 12.00 | 250.00 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $4.0k | 48.00 | 83.33 | |
| Energy Transfer Equity (ET) | 0.0 | $2.0k | 150.00 | 13.33 | |
| Exelixis (EXEL) | 0.0 | $1.0k | 40.00 | 25.00 | |
| GameStop (GME) | 0.0 | $0 | 10.00 | 0.00 | |
| Hill-Rom Holdings | 0.0 | $4.0k | 50.00 | 80.00 | |
| Prudential Public Limited Company (PUK) | 0.0 | $5.0k | 101.00 | 49.50 | |
| BorgWarner (BWA) | 0.0 | $5.0k | 99.00 | 50.51 | |
| Cree | 0.0 | $5.0k | 153.00 | 32.68 | |
| Molina Healthcare (MOH) | 0.0 | $2.0k | 36.00 | 55.56 | |
| RadiSys Corporation | 0.0 | $0 | 1.00 | 0.00 | |
| Church & Dwight (CHD) | 0.0 | $1.0k | 25.00 | 40.00 | |
| ImmunoGen | 0.0 | $998.970000 | 213.00 | 4.69 | |
| Lloyds TSB (LYG) | 0.0 | $3.0k | 805.00 | 3.73 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $3.0k | 32.00 | 93.75 | |
| TreeHouse Foods (THS) | 0.0 | $0 | 2.00 | 0.00 | |
| VMware | 0.0 | $4.0k | 37.00 | 108.11 | |
| Genomic Health | 0.0 | $3.0k | 100.00 | 30.00 | |
| OraSure Technologies (OSUR) | 0.0 | $2.0k | 125.00 | 16.00 | |
| Silicon Motion Technology (SIMO) | 0.0 | $999.880000 | 28.00 | 35.71 | |
| Allegheny Technologies Incorporated (ATI) | 0.0 | $2.0k | 88.00 | 22.73 | |
| Healthsouth | 0.0 | $5.0k | 103.00 | 48.54 | |
| Teradyne (TER) | 0.0 | $4.0k | 100.00 | 40.00 | |
| iShares Gold Trust | 0.0 | $0 | 62.00 | 0.00 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $5.0k | 100.00 | 50.00 | |
| Central Fd Cda Ltd cl a | 0.0 | $0 | 516.00 | 0.00 | |
| EQT Corporation (EQT) | 0.0 | $2.0k | 52.00 | 38.46 | |
| Sierra Wireless | 0.0 | $0 | 45.00 | 0.00 | |
| iShares MSCI Brazil Index (EWZ) | 0.0 | $0 | 340.00 | 0.00 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $4.0k | 37.00 | 108.11 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $4.0k | 45.00 | 88.89 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Sensata Technologies Hldg Bv | 0.0 | $5.0k | 108.00 | 46.30 | |
| Thomson Reuters Corp | 0.0 | $4.0k | 101.00 | 39.60 | |
| LogMeIn | 0.0 | $5.0k | 46.00 | 108.70 | |
| Riverview Ban (RVSB) | 0.0 | $3.0k | 350.00 | 8.57 | |
| ProShares Ultra Oil & Gas | 0.0 | $0 | 15.00 | 0.00 | |
| Calamos Convertible & Hi Income Fund (CHY) | 0.0 | $0 | 850.00 | 0.00 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $0 | 25.00 | 0.00 | |
| Dreyfus Strategic Municipal Bond Fund | 0.0 | $0 | 14.00 | 0.00 | |
| First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.0 | $2.0k | 52.00 | 38.46 | |
| General Motors Company (GM) | 0.0 | $0 | 24.00 | 0.00 | |
| MaxLinear (MXL) | 0.0 | $2.0k | 110.00 | 18.18 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $4.0k | 35.00 | 114.29 | |
| SPDR Barclays Capital High Yield B | 0.0 | $1.0k | 46.00 | 21.74 | |
| PowerShares Gld Drg Haltr USX China | 0.0 | $4.0k | 100.00 | 40.00 | |
| CurrencyShares British Pound Ster. Trst | 0.0 | $3.0k | 25.00 | 120.00 | |
| iShares Morningstar Mid Core Index (IMCB) | 0.0 | $4.0k | 25.00 | 160.00 | |
| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $4.0k | 500.00 | 8.00 | |
| Goldfield Corporation | 0.0 | $4.0k | 1.0k | 4.00 | |
| Pimco Income Strategy Fund (PFL) | 0.0 | $0 | 1.1k | 0.00 | |
| First Trust Global Wind Energy (FAN) | 0.0 | $5.0k | 450.00 | 11.11 | |
| iShares S&P Global Financials Sect. (IXG) | 0.0 | $2.0k | 40.00 | 50.00 | |
| iShares FTSE NAREIT Resi Plus Capp (REZ) | 0.0 | $999.920000 | 29.00 | 34.48 | |
| Ubs Ag Jersey Brh Alerian Infrst | 0.0 | $1.0k | 42.00 | 23.81 | |
| Vanguard Energy ETF (VDE) | 0.0 | $2.0k | 24.00 | 83.33 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.0 | $0 | 2.00 | 0.00 | |
| First Trust Cnsumer Stapl Alpha (FXG) | 0.0 | $5.0k | 103.00 | 48.54 | |
| Rydex S&P Equal Weight Health Care | 0.0 | $5.0k | 29.00 | 172.41 | |
| Pengrowth Energy Corp | 0.0 | $0 | 1.0k | 0.00 | |
| Ishares Tr s^p aggr all (AOA) | 0.0 | $0 | 120.00 | 0.00 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $2.0k | 32.00 | 62.50 | |
| Meritor | 0.0 | $0 | 6.00 | 0.00 | |
| Neptune Technologies Bioreso | 0.0 | $1.0k | 500.00 | 2.00 | |
| Kinder Morgan (KMI) | 0.0 | $0 | 300.00 | 0.00 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $0 | 1.00 | 0.00 | |
| D Spdr Series Trust (XHE) | 0.0 | $4.0k | 74.00 | 54.05 | |
| Just Energy Group | 0.0 | $0 | 548.00 | 0.00 | |
| Cbre Clarion Global Real Estat re (IGR) | 0.0 | $0 | 7.00 | 0.00 | |
| General Mtrs Co *w exp 07/10/201 | 0.0 | $0 | 22.00 | 0.00 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $0 | 1.00 | 0.00 | |
| Synergy Pharmaceuticals | 0.0 | $4.0k | 2.0k | 2.00 | |
| Db-x Msci Eafe Currency-hedged (DBEF) | 0.0 | $999.900000 | 55.00 | 18.18 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $3.0k | 64.00 | 46.88 | |
| Aon | 0.0 | $4.0k | 35.00 | 114.29 | |
| Pimco Total Return Etf totl (BOND) | 0.0 | $3.0k | 34.00 | 88.24 | |
| Ingredion Incorporated (INGR) | 0.0 | $5.0k | 38.00 | 131.58 | |
| Proofpoint | 0.0 | $0 | 10.00 | 0.00 | |
| stock | 0.0 | $4.0k | 54.00 | 74.07 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.0 | $0 | 50.00 | 0.00 | |
| Palo Alto Networks (PANW) | 0.0 | $4.0k | 30.00 | 133.33 | |
| Tower Semiconductor (TSEM) | 0.0 | $2.0k | 73.00 | 27.40 | |
| Epr Properties (EPR) | 0.0 | $5.0k | 78.00 | 64.10 | |
| Stratasys (SSYS) | 0.0 | $0 | 30.00 | 0.00 | |
| Accelr8 Technology | 0.0 | $0 | 20.00 | 0.00 | |
| Liberty Global Inc C | 0.0 | $4.0k | 133.00 | 30.08 | |
| Mallinckrodt Pub | 0.0 | $0 | 10.00 | 0.00 | |
| Orange Sa (ORANY) | 0.0 | $0 | 340.00 | 0.00 | |
| Tableau Software Inc Cl A | 0.0 | $0 | 165.00 | 0.00 | |
| Nuveen All Cap Ene Mlp Opport mf | 0.0 | $0 | 116.00 | 0.00 | |
| Now (DNOW) | 0.0 | $0 | 56.00 | 0.00 | |
| Time | 0.0 | $2.0k | 111.00 | 18.02 | |
| Vectrus (VVX) | 0.0 | $0 | 3.00 | 0.00 | |
| Cdk Global Inc equities | 0.0 | $4.0k | 66.00 | 60.61 | |
| Halyard Health | 0.0 | $5.0k | 125.00 | 40.00 | |
| Suno (SUN) | 0.0 | $3.0k | 130.00 | 23.08 | |
| Axalta Coating Sys (AXTA) | 0.0 | $3.0k | 122.00 | 24.59 | |
| Momo | 0.0 | $0 | 15.00 | 0.00 | |
| Chemours (CC) | 0.0 | $2.0k | 40.00 | 50.00 | |
| Glaukos (GKOS) | 0.0 | $0 | 15.00 | 0.00 | |
| J Alexanders Holding | 0.0 | $0 | 4.00 | 0.00 | |
| Pjt Partners (PJT) | 0.0 | $5.0k | 130.00 | 38.46 | |
| Four Corners Ppty Tr (FCPT) | 0.0 | $2.0k | 80.00 | 25.00 | |
| Willis Towers Watson (WTW) | 0.0 | $3.0k | 22.00 | 136.36 | |
| Advansix (ASIX) | 0.0 | $0 | 4.00 | 0.00 | |
| Arconic | 0.0 | $4.0k | 166.00 | 24.10 | |
| Snap Inc cl a (SNAP) | 0.0 | $0 | 22.00 | 0.00 | |
| Dxc Technology (DXC) | 0.0 | $5.0k | 62.00 | 80.65 | |
| Brighthouse Finl (BHF) | 0.0 | $0 | 11.00 | 0.00 | |
| Micro Focus Intl | 0.0 | $3.0k | 102.00 | 29.41 | |
| Black Knight | 0.0 | $999.940000 | 34.00 | 29.41 | |
| Redfin Corp (RDFN) | 0.0 | $3.0k | 119.00 | 25.21 | |
| Cannae Holdings (CNNE) | 0.0 | $0 | 27.00 | 0.00 |