Psagot Investment House as of March 31, 2014
Portfolio Holdings for Psagot Investment House
Psagot Investment House holds 462 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Financial Select Sector SPDR (XLF) | 6.6 | $195M | 8.7M | 22.34 | |
| Industrial SPDR (XLI) | 5.1 | $149M | 2.9M | 52.33 | |
| iShares MSCI United Kingdom Index | 4.4 | $129M | 6.3M | 20.59 | |
| PowerShares QQQ Trust, Series 1 | 4.2 | $126M | 1.4M | 87.67 | |
| WisdomTree Japan Total Dividend (DXJ) | 4.2 | $124M | 2.6M | 47.34 | |
| Technology SPDR (XLK) | 4.1 | $122M | 3.3M | 36.35 | |
| Vanguard European ETF (VGK) | 4.0 | $117M | 2.0M | 58.95 | |
| Spdr S&p 500 Etf (SPY) | 3.4 | $99M | 528k | 187.01 | |
| Energy Select Sector SPDR (XLE) | 2.6 | $76M | 853k | 89.06 | |
| iShares S&P Europe 350 Index (IEV) | 2.2 | $64M | 1.3M | 48.28 | |
| Health Care SPDR (XLV) | 1.9 | $55M | 941k | 58.49 | |
| iShares MSCI Switzerland Index Fund (EWL) | 1.8 | $53M | 1.6M | 34.34 | |
| Consumer Staples Select Sect. SPDR (XLP) | 1.8 | $52M | 1.2M | 43.06 | |
| iShares MSCI Emerging Markets Indx (EEM) | 1.6 | $48M | 1.2M | 41.01 | |
| American International (AIG) | 1.6 | $48M | 963k | 50.01 | |
| SPDR S&P Homebuilders (XHB) | 1.6 | $48M | 1.5M | 32.55 | |
| iShares MSCI Australia Index Fund (EWA) | 1.6 | $46M | 1.8M | 25.87 | |
| iShares MSCI Brazil Index (EWZ) | 1.5 | $44M | 970k | 45.03 | |
| General Electric Company | 1.5 | $43M | 1.7M | 25.89 | |
| SPDR KBW Regional Banking (KRE) | 1.5 | $43M | 1.0M | 41.38 | |
| eBay (EBAY) | 1.4 | $41M | 748k | 55.24 | |
| iShares MSCI Sweden Index (EWD) | 1.4 | $41M | 1.1M | 36.62 | |
| Bank of America Corporation (BAC) | 1.4 | $40M | 2.3M | 17.20 | |
| iShares MSCI Japan Index | 1.4 | $40M | 3.5M | 11.33 | |
| Bed Bath & Beyond | 1.3 | $40M | 576k | 68.80 | |
| SPDR KBW Bank (KBE) | 1.2 | $36M | 1.1M | 34.04 | |
| Comcast Corporation (CMCSA) | 1.1 | $34M | 680k | 50.04 | |
| Baker Hughes Incorporated | 1.1 | $34M | 516k | 65.02 | |
| General Motors Company (GM) | 1.1 | $34M | 976k | 34.42 | |
| Consumer Discretionary SPDR (XLY) | 1.1 | $33M | 513k | 64.72 | |
| iShares MSCI Canada Index (EWC) | 1.1 | $32M | 1.1M | 29.55 | |
| iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 1.0 | $31M | 480k | 63.95 | |
| TJX Companies (TJX) | 1.0 | $30M | 495k | 60.65 | |
| iShares MSCI Italy Index | 1.0 | $30M | 1.7M | 17.71 | |
| SPDR S&P Retail (XRT) | 1.0 | $30M | 354k | 84.25 | |
| iShares MSCI France Index (EWQ) | 0.9 | $28M | 958k | 29.20 | |
| iShares MSCI Singapore Index Fund | 0.9 | $26M | 2.0M | 13.06 | |
| iShares Dow Jones US Oil Equip. (IEZ) | 0.8 | $25M | 364k | 68.36 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.8 | $25M | 150k | 164.24 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.8 | $24M | 413k | 59.09 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.8 | $23M | 637k | 35.78 | |
| iShares Russell 2000 Index (IWM) | 0.8 | $22M | 191k | 116.34 | |
| SPDR S&P Biotech (XBI) | 0.6 | $19M | 132k | 142.48 | |
| Yahoo! | 0.6 | $18M | 509k | 35.90 | |
| iShares Dow Jones Transport. Avg. (IYT) | 0.6 | $16M | 121k | 135.45 | |
| 0.5 | $15M | 14k | 1114.44 | ||
| Ega Emerging Global Shs Tr emrg gl dj | 0.5 | $15M | 546k | 26.53 | |
| iShares MSCI Germany Index Fund (EWG) | 0.5 | $14M | 430k | 31.35 | |
| iShares Dow Jones US Real Estate (IYR) | 0.5 | $13M | 196k | 67.67 | |
| Cisco Systems (CSCO) | 0.4 | $11M | 505k | 22.41 | |
| Linkedin Corp | 0.4 | $11M | 59k | 184.95 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $11M | 177k | 60.71 | |
| Perrigo Company | 0.4 | $11M | 71k | 152.26 | |
| Danaher Corporation (DHR) | 0.3 | $10M | 134k | 75.00 | |
| McDonald's Corporation (MCD) | 0.3 | $9.5M | 97k | 98.03 | |
| Pfizer (PFE) | 0.3 | $9.6M | 298k | 32.12 | |
| Leucadia National | 0.3 | $8.4M | 301k | 28.00 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $8.7M | 89k | 97.68 | |
| Apple (AAPL) | 0.3 | $8.6M | 16k | 536.74 | |
| Colgate-Palmolive Company (CL) | 0.3 | $8.6M | 133k | 64.87 | |
| Citigroup (C) | 0.3 | $8.7M | 183k | 47.60 | |
| MSCI Europe Financials Sector Index Fund (EUFN) | 0.3 | $8.3M | 324k | 25.45 | |
| American Express Company (AXP) | 0.3 | $8.0M | 89k | 90.03 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $8.0M | 84k | 95.29 | |
| Pepsi (PEP) | 0.3 | $8.0M | 96k | 83.50 | |
| Visa (V) | 0.3 | $7.8M | 36k | 215.87 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $7.7M | 69k | 112.11 | |
| Union Pacific Corporation (UNP) | 0.2 | $7.5M | 40k | 187.65 | |
| Global X China Consumer ETF (CHIQ) | 0.2 | $7.5M | 518k | 14.53 | |
| Halliburton Company (HAL) | 0.2 | $6.8M | 116k | 58.89 | |
| Praxair | 0.2 | $6.7M | 52k | 130.98 | |
| Target Corporation (TGT) | 0.2 | $6.7M | 111k | 60.51 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.2 | $6.8M | 118k | 58.14 | |
| Procter & Gamble Company (PG) | 0.2 | $6.5M | 80k | 80.60 | |
| 3M Company (MMM) | 0.2 | $6.0M | 44k | 135.66 | |
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $5.8M | 143k | 40.58 | |
| AutoZone (AZO) | 0.2 | $5.3M | 9.9k | 537.06 | |
| Directv | 0.2 | $5.5M | 71k | 76.41 | |
| Apollo | 0.2 | $5.1M | 148k | 34.24 | |
| FactSet Research Systems (FDS) | 0.2 | $5.0M | 46k | 107.81 | |
| Credit Acceptance (CACC) | 0.2 | $4.7M | 33k | 142.16 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $4.5M | 33k | 137.46 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $4.5M | 45k | 100.85 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $4.3M | 17k | 250.58 | |
| Yum! Brands (YUM) | 0.1 | $4.2M | 56k | 75.39 | |
| Dollar Tree (DLTR) | 0.1 | $4.1M | 79k | 52.18 | |
| Rydex S&P Equal Weight ETF | 0.1 | $4.2M | 58k | 72.99 | |
| Ross Stores (ROST) | 0.1 | $3.9M | 54k | 71.56 | |
| Total System Services | 0.1 | $3.6M | 118k | 30.41 | |
| Coca-Cola Company (KO) | 0.1 | $3.5M | 90k | 38.66 | |
| Lennar Corporation (LEN) | 0.1 | $3.6M | 92k | 39.62 | |
| C.R. Bard | 0.1 | $3.6M | 24k | 147.97 | |
| AmerisourceBergen (COR) | 0.1 | $3.6M | 55k | 65.59 | |
| LivePerson (LPSN) | 0.1 | $3.4M | 283k | 12.07 | |
| Lear Corporation (LEA) | 0.1 | $3.3M | 40k | 83.71 | |
| Wal-Mart Stores (WMT) | 0.1 | $3.2M | 42k | 76.44 | |
| McKesson Corporation (MCK) | 0.1 | $3.1M | 18k | 176.54 | |
| Deluxe Corporation (DLX) | 0.1 | $3.2M | 60k | 52.46 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $3.0M | 47k | 63.06 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $2.9M | 24k | 120.70 | |
| PetSmart | 0.1 | $2.6M | 38k | 68.91 | |
| Hormel Foods Corporation (HRL) | 0.1 | $2.7M | 56k | 49.26 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $2.6M | 22k | 116.93 | |
| Johnson & Johnson (JNJ) | 0.1 | $2.3M | 24k | 98.24 | |
| Wells Fargo & Company (WFC) | 0.1 | $2.4M | 48k | 49.73 | |
| Amgen (AMGN) | 0.1 | $2.3M | 19k | 123.32 | |
| Market Vector Russia ETF Trust | 0.1 | $2.4M | 101k | 23.99 | |
| Avery Dennison Corporation (AVY) | 0.1 | $2.0M | 39k | 50.66 | |
| Becton, Dickinson and (BDX) | 0.1 | $2.2M | 19k | 117.10 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $2.0M | 12k | 163.25 | |
| Computer Sciences Corporation | 0.1 | $2.2M | 35k | 60.82 | |
| Brookdale Senior Living (BKD) | 0.1 | $2.1M | 62k | 33.52 | |
| Simon Property (SPG) | 0.1 | $2.1M | 13k | 164.29 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $1.9M | 24k | 79.99 | |
| Avnet (AVT) | 0.1 | $1.7M | 37k | 46.52 | |
| WellPoint | 0.1 | $1.7M | 17k | 99.53 | |
| Qualcomm (QCOM) | 0.1 | $1.9M | 24k | 78.86 | |
| Humana (HUM) | 0.1 | $1.7M | 15k | 112.73 | |
| Microsoft Corporation (MSFT) | 0.1 | $1.6M | 38k | 40.98 | |
| Genuine Parts Company (GPC) | 0.1 | $1.6M | 18k | 86.87 | |
| Automatic Data Processing (ADP) | 0.1 | $1.5M | 20k | 77.26 | |
| Honeywell International (HON) | 0.1 | $1.4M | 15k | 92.74 | |
| Nike (NKE) | 0.1 | $1.5M | 21k | 73.87 | |
| Dillard's (DDS) | 0.1 | $1.4M | 15k | 92.37 | |
| Oracle Corporation (ORCL) | 0.1 | $1.6M | 39k | 40.91 | |
| Oshkosh Corporation (OSK) | 0.1 | $1.4M | 24k | 58.88 | |
| Trinity Industries (TRN) | 0.1 | $1.4M | 19k | 72.05 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $1.4M | 13k | 107.87 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $1.6M | 17k | 97.46 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 0.1 | $1.6M | 17k | 91.10 | |
| Pimco Total Return Etf totl (BOND) | 0.1 | $1.6M | 15k | 106.68 | |
| Public Storage (PSA) | 0.0 | $1.1M | 6.3k | 168.33 | |
| United Stationers | 0.0 | $1.2M | 29k | 41.05 | |
| WellCare Health Plans | 0.0 | $1.1M | 18k | 63.50 | |
| Ca | 0.0 | $1.2M | 38k | 30.98 | |
| Thor Industries (THO) | 0.0 | $1.2M | 20k | 61.05 | |
| Black Box Corporation | 0.0 | $1.1M | 44k | 24.34 | |
| Bristow | 0.0 | $1.1M | 15k | 75.53 | |
| Alliant Techsystems | 0.0 | $1.2M | 8.3k | 142.17 | |
| PowerShares WilderHill Clean Energy | 0.0 | $1.2M | 176k | 7.08 | |
| SPDR S&P Dividend (SDY) | 0.0 | $1.2M | 16k | 73.58 | |
| iShares Barclays Credit Bond Fund (USIG) | 0.0 | $1.2M | 11k | 109.26 | |
| American Tower Reit (AMT) | 0.0 | $1.3M | 16k | 82.00 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $1.3M | 22k | 57.19 | |
| MasterCard Incorporated (MA) | 0.0 | $949k | 13k | 74.72 | |
| Crown Castle International | 0.0 | $870k | 12k | 73.75 | |
| Dun & Bradstreet Corporation | 0.0 | $1.0M | 10k | 99.33 | |
| Equity Residential (EQR) | 0.0 | $891k | 15k | 58.00 | |
| Health Care REIT | 0.0 | $820k | 14k | 59.71 | |
| Vornado Realty Trust (VNO) | 0.0 | $824k | 8.4k | 98.64 | |
| Ventas (VTR) | 0.0 | $812k | 13k | 60.67 | |
| PharMerica Corporation | 0.0 | $993k | 36k | 27.97 | |
| Republic Airways Holdings | 0.0 | $823k | 90k | 9.14 | |
| HCP | 0.0 | $843k | 22k | 38.75 | |
| Boston Properties (BXP) | 0.0 | $815k | 7.1k | 114.71 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.0 | $858k | 14k | 61.53 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $884k | 8.7k | 101.76 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $954k | 9.0k | 105.48 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $770k | 6.9k | 111.40 | |
| Market Vectors Emerging Mkts Local ETF | 0.0 | $905k | 38k | 23.57 | |
| PowerShares Dynamic Food & Beverage | 0.0 | $754k | 27k | 27.51 | |
| Prologis (PLD) | 0.0 | $882k | 22k | 40.75 | |
| Voxx International Corporation (VOXX) | 0.0 | $780k | 57k | 13.68 | |
| Market Vectors Etf Tr pharmaceutical | 0.0 | $911k | 16k | 58.40 | |
| Ishares Inc msci world idx (URTH) | 0.0 | $982k | 14k | 71.16 | |
| Annaly Capital Management | 0.0 | $533k | 49k | 11.00 | |
| Chevron Corporation (CVX) | 0.0 | $736k | 6.2k | 118.90 | |
| Host Hotels & Resorts (HST) | 0.0 | $703k | 35k | 20.25 | |
| Mattel (MAT) | 0.0 | $622k | 16k | 40.13 | |
| W.W. Grainger (GWW) | 0.0 | $733k | 2.9k | 252.76 | |
| Harris Corporation | 0.0 | $666k | 9.1k | 73.19 | |
| CVS Caremark Corporation (CVS) | 0.0 | $606k | 8.1k | 74.81 | |
| Weyerhaeuser Company (WY) | 0.0 | $606k | 21k | 29.36 | |
| D.R. Horton (DHI) | 0.0 | $563k | 26k | 21.65 | |
| Dr Pepper Snapple | 0.0 | $654k | 12k | 54.50 | |
| AvalonBay Communities (AVB) | 0.0 | $564k | 4.3k | 131.28 | |
| priceline.com Incorporated | 0.0 | $726k | 609.00 | 1192.12 | |
| Lee Enterprises, Incorporated | 0.0 | $590k | 132k | 4.47 | |
| PowerShares DB Com Indx Trckng Fund | 0.0 | $467k | 18k | 26.15 | |
| American Railcar Industries | 0.0 | $518k | 7.4k | 70.00 | |
| Gentiva Health Services | 0.0 | $526k | 58k | 9.12 | |
| Intuit (INTU) | 0.0 | $622k | 8.0k | 77.75 | |
| Celgene Corporation | 0.0 | $646k | 4.6k | 139.52 | |
| ICF International (ICFI) | 0.0 | $685k | 17k | 39.83 | |
| Materials SPDR (XLB) | 0.0 | $688k | 15k | 47.25 | |
| iShares Dow Jones US Home Const. (ITB) | 0.0 | $459k | 19k | 24.22 | |
| Macerich Company (MAC) | 0.0 | $527k | 8.5k | 62.29 | |
| Kimco Realty Corporation (KIM) | 0.0 | $536k | 25k | 21.90 | |
| American Capital Agency | 0.0 | $507k | 24k | 21.50 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $527k | 11k | 48.11 | |
| General Growth Properties | 0.0 | $603k | 27k | 22.00 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $503k | 6.0k | 84.50 | |
| SPDR Barclays Capital High Yield B | 0.0 | $712k | 17k | 41.30 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $475k | 7.5k | 63.33 | |
| iShares MSCI Spain Index (EWP) | 0.0 | $592k | 15k | 40.83 | |
| Wisdomtree Tr em lcl debt (ELD) | 0.0 | $468k | 10k | 45.86 | |
| Sanmina (SANM) | 0.0 | $671k | 39k | 17.45 | |
| West | 0.0 | $613k | 26k | 23.95 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $499k | 2.9k | 171.24 | |
| Starwood Property Trust (STWD) | 0.0 | $163k | 6.9k | 23.61 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $324k | 2.6k | 125.10 | |
| KB Home (KBH) | 0.0 | $348k | 21k | 17.00 | |
| Pulte (PHM) | 0.0 | $225k | 12k | 19.23 | |
| Digital Realty Trust (DLR) | 0.0 | $241k | 4.5k | 53.13 | |
| Verizon Communications (VZ) | 0.0 | $239k | 5.0k | 47.50 | |
| Apartment Investment and Management | 0.0 | $156k | 5.2k | 30.24 | |
| Mid-America Apartment (MAA) | 0.0 | $181k | 2.6k | 68.38 | |
| Las Vegas Sands (LVS) | 0.0 | $190k | 2.4k | 80.85 | |
| Plum Creek Timber | 0.0 | $263k | 6.3k | 42.06 | |
| Hewlett-Packard Company | 0.0 | $356k | 11k | 32.36 | |
| International Business Machines (IBM) | 0.0 | $266k | 1.4k | 192.75 | |
| Philip Morris International (PM) | 0.0 | $381k | 4.7k | 81.94 | |
| Xerox Corporation | 0.0 | $296k | 26k | 11.30 | |
| SL Green Realty | 0.0 | $338k | 3.4k | 100.72 | |
| Hospitality Properties Trust | 0.0 | $353k | 12k | 28.71 | |
| Franklin Street Properties (FSP) | 0.0 | $215k | 17k | 12.57 | |
| Papa John's Int'l (PZZA) | 0.0 | $438k | 8.4k | 52.14 | |
| NVR (NVR) | 0.0 | $172k | 150.00 | 1146.67 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $186k | 1.6k | 118.40 | |
| Syntel | 0.0 | $378k | 4.2k | 90.00 | |
| Pennsylvania R.E.I.T. | 0.0 | $199k | 11k | 18.09 | |
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $314k | 6.6k | 47.58 | |
| Cyberonics | 0.0 | $320k | 4.9k | 65.31 | |
| Dorman Products (DORM) | 0.0 | $354k | 6.0k | 59.00 | |
| Hibbett Sports (HIBB) | 0.0 | $254k | 4.8k | 52.92 | |
| Home Properties | 0.0 | $337k | 5.6k | 60.00 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $170k | 2.9k | 58.64 | |
| Manhattan Associates (MANH) | 0.0 | $420k | 12k | 35.00 | |
| Protalix BioTherapeutics | 0.0 | $329k | 72k | 4.57 | |
| BorgWarner (BWA) | 0.0 | $183k | 3.0k | 61.41 | |
| Skilled Healthcare | 0.0 | $427k | 81k | 5.27 | |
| BRE Properties | 0.0 | $171k | 2.7k | 62.64 | |
| Duke Realty Corporation | 0.0 | $195k | 12k | 16.89 | |
| Extra Space Storage (EXR) | 0.0 | $188k | 3.9k | 48.39 | |
| Realty Income (O) | 0.0 | $300k | 7.3k | 40.93 | |
| BioMed Realty Trust | 0.0 | $344k | 17k | 20.50 | |
| Senior Housing Properties Trust | 0.0 | $351k | 16k | 22.44 | |
| Taubman Centers | 0.0 | $158k | 2.2k | 70.88 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $184k | 2.5k | 72.73 | |
| Federal Realty Inv. Trust | 0.0 | $271k | 2.4k | 114.83 | |
| National Retail Properties (NNN) | 0.0 | $354k | 10k | 34.33 | |
| Rayonier (RYN) | 0.0 | $205k | 4.5k | 45.92 | |
| Lionbridge Technologies | 0.0 | $148k | 22k | 6.73 | |
| Brandywine Realty Trust (BDN) | 0.0 | $297k | 21k | 14.47 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $156k | 1.4k | 112.07 | |
| Liberty Property Trust | 0.0 | $377k | 10k | 37.00 | |
| Regency Centers Corporation (REG) | 0.0 | $166k | 3.3k | 50.92 | |
| Inland Real Estate Corporation | 0.0 | $211k | 20k | 10.55 | |
| Udr (UDR) | 0.0 | $229k | 8.9k | 25.79 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $429k | 4.6k | 94.29 | |
| Camden Property Trust (CPT) | 0.0 | $393k | 5.8k | 67.50 | |
| SPDR KBW Insurance (KIE) | 0.0 | $280k | 4.5k | 62.22 | |
| CommonWealth REIT | 0.0 | $287k | 11k | 26.29 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $172k | 2.3k | 73.44 | |
| PowerShares Water Resources | 0.0 | $187k | 7.0k | 26.71 | |
| iShares MSCI Turkey Index Fund (TUR) | 0.0 | $292k | 6.0k | 48.67 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $270k | 5.8k | 46.55 | |
| SPDR S&P China (GXC) | 0.0 | $269k | 3.7k | 72.70 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $309k | 2.7k | 113.02 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $376k | 5.0k | 75.20 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $253k | 3.1k | 82.33 | |
| Opko Health (OPK) | 0.0 | $186k | 20k | 9.30 | |
| Lifetime Brands (LCUT) | 0.0 | $161k | 9.0k | 17.89 | |
| Howard Hughes | 0.0 | $158k | 1.1k | 143.12 | |
| Invesco Mortgage Capital | 0.0 | $286k | 17k | 16.46 | |
| Vanguard Pacific ETF (VPL) | 0.0 | $232k | 3.9k | 59.03 | |
| SPDR DJ Wilshire REIT (RWR) | 0.0 | $206k | 2.6k | 77.97 | |
| iShares MSCI Netherlands Investable (EWN) | 0.0 | $154k | 5.9k | 26.17 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 0.0 | $190k | 4.5k | 42.70 | |
| Credit Suisse High Yield Bond Fund (DHY) | 0.0 | $419k | 131k | 3.19 | |
| ProShares Short 20+ Year Treasury ETF (TBF) | 0.0 | $200k | 6.6k | 30.30 | |
| First Trust FTSE EPRA G R E Idx (DTRE) | 0.0 | $275k | 6.8k | 40.72 | |
| Spdr Series Trust barcly cap etf (SPLB) | 0.0 | $421k | 11k | 39.25 | |
| Spdr Series Trust equity (IBND) | 0.0 | $279k | 7.5k | 37.31 | |
| Gnc Holdings Inc Cl A | 0.0 | $207k | 4.7k | 44.04 | |
| Ddr Corp | 0.0 | $169k | 10k | 16.45 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $270k | 9.8k | 27.42 | |
| American Realty Capital Prop | 0.0 | $349k | 25k | 14.02 | |
| Realogy Hldgs (HOUS) | 0.0 | $224k | 5.2k | 43.41 | |
| Stewart Information Services Corporation (STC) | 0.0 | $18k | 500.00 | 36.00 | |
| EXCO Resources | 0.0 | $147k | 26k | 5.60 | |
| NRG Energy (NRG) | 0.0 | $29k | 900.00 | 32.22 | |
| Hartford Financial Services (HIG) | 0.0 | $12k | 338.00 | 35.50 | |
| U.S. Bancorp (USB) | 0.0 | $17k | 395.00 | 43.04 | |
| Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) | 0.0 | $20k | 17.00 | 1176.47 | |
| Two Harbors Investment | 0.0 | $132k | 13k | 10.24 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $28k | 700.00 | 40.00 | |
| Caterpillar (CAT) | 0.0 | $0 | 1.00 | 0.00 | |
| CSX Corporation (CSX) | 0.0 | $15k | 531.00 | 28.25 | |
| Abbott Laboratories (ABT) | 0.0 | $110k | 2.9k | 38.60 | |
| Eli Lilly & Co. (LLY) | 0.0 | $4.0k | 60.00 | 66.67 | |
| HSN | 0.0 | $30k | 500.00 | 60.00 | |
| Hospira | 0.0 | $28k | 650.00 | 43.08 | |
| Great Plains Energy Incorporated | 0.0 | $32k | 1.2k | 26.67 | |
| United Parcel Service (UPS) | 0.0 | $141k | 1.5k | 97.24 | |
| Apache Corporation | 0.0 | $25k | 300.00 | 83.33 | |
| Echelon Corporation | 0.0 | $11k | 3.9k | 2.83 | |
| Hologic (HOLX) | 0.0 | $86k | 4.0k | 21.50 | |
| Kohl's Corporation (KSS) | 0.0 | $34k | 600.00 | 56.67 | |
| Newmont Mining Corporation (NEM) | 0.0 | $26k | 1.1k | 23.64 | |
| Nuance Communications | 0.0 | $96k | 5.6k | 17.14 | |
| Snap-on Incorporated (SNA) | 0.0 | $27k | 240.00 | 112.50 | |
| SYSCO Corporation (SYY) | 0.0 | $25k | 700.00 | 35.71 | |
| Redwood Trust (RWT) | 0.0 | $59k | 2.9k | 20.25 | |
| Boeing Company (BA) | 0.0 | $21k | 164.00 | 128.05 | |
| Boston Scientific Corporation (BSX) | 0.0 | $28k | 2.1k | 13.33 | |
| Intel Corporation (INTC) | 0.0 | $27k | 1.1k | 25.71 | |
| Itron (ITRI) | 0.0 | $82k | 2.3k | 35.56 | |
| Medtronic | 0.0 | $31k | 500.00 | 62.00 | |
| E.I. du Pont de Nemours & Company | 0.0 | $24k | 360.00 | 66.67 | |
| International Rectifier Corporation | 0.0 | $46k | 1.7k | 27.50 | |
| Healthcare Realty Trust Incorporated | 0.0 | $82k | 3.4k | 24.19 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $30k | 250.00 | 120.00 | |
| Air Products & Chemicals (APD) | 0.0 | $46k | 385.00 | 119.48 | |
| Goodyear Tire & Rubber Company (GT) | 0.0 | $31k | 1.2k | 25.83 | |
| AGCO Corporation (AGCO) | 0.0 | $33k | 600.00 | 55.00 | |
| Anadarko Petroleum Corporation | 0.0 | $13k | 150.00 | 86.67 | |
| Capital One Financial (COF) | 0.0 | $31k | 400.00 | 77.50 | |
| UnitedHealth (UNH) | 0.0 | $33k | 400.00 | 82.50 | |
| Walgreen Company | 0.0 | $33k | 500.00 | 66.00 | |
| iShares S&P 500 Index (IVV) | 0.0 | $32k | 171.00 | 187.13 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $20k | 600.00 | 33.33 | |
| EMC Corporation | 0.0 | $101k | 3.7k | 27.48 | |
| Forest City Enterprises | 0.0 | $107k | 5.6k | 19.19 | |
| ITC Holdings | 0.0 | $52k | 1.4k | 37.30 | |
| Washington Real Estate Investment Trust (ELME) | 0.0 | $56k | 2.3k | 23.84 | |
| Manpower (MAN) | 0.0 | $37k | 470.00 | 78.72 | |
| Markel Corporation (MKL) | 0.0 | $21k | 35.00 | 600.00 | |
| St. Joe Company (JOE) | 0.0 | $63k | 3.3k | 19.33 | |
| Public Service Enterprise (PEG) | 0.0 | $29k | 750.00 | 38.67 | |
| Chesapeake Energy Corporation | 0.0 | $128k | 5.0k | 25.60 | |
| First Solar (FSLR) | 0.0 | $50k | 717.00 | 69.74 | |
| Highwoods Properties (HIW) | 0.0 | $122k | 3.2k | 38.43 | |
| Lexington Realty Trust (LXP) | 0.0 | $79k | 7.2k | 10.97 | |
| SPDR Gold Trust (GLD) | 0.0 | $93k | 750.00 | 124.00 | |
| Entercom Communications | 0.0 | $98k | 9.7k | 10.10 | |
| Calpine Corporation | 0.0 | $52k | 2.5k | 20.83 | |
| Quanta Services (PWR) | 0.0 | $51k | 1.4k | 37.09 | |
| Darling International (DAR) | 0.0 | $30k | 1.5k | 20.00 | |
| Juniper Networks (JNPR) | 0.0 | $26k | 1.0k | 26.00 | |
| Tenne | 0.0 | $32k | 550.00 | 58.18 | |
| Broadcom Corporation | 0.0 | $96k | 3.1k | 31.37 | |
| Advanced Energy Industries (AEIS) | 0.0 | $42k | 1.7k | 24.33 | |
| Brunswick Corporation (BC) | 0.0 | $32k | 700.00 | 45.71 | |
| CF Industries Holdings (CF) | 0.0 | $0 | 1.00 | 0.00 | |
| Maxwell Technologies | 0.0 | $49k | 3.8k | 13.01 | |
| Silicon Image | 0.0 | $145k | 21k | 6.90 | |
| Cliffs Natural Resources | 0.0 | $141k | 6.9k | 20.42 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $89k | 850.00 | 104.71 | |
| Universal Display Corporation (OLED) | 0.0 | $44k | 1.4k | 32.12 | |
| American Campus Communities | 0.0 | $138k | 3.7k | 37.30 | |
| Mack-Cali Realty (VRE) | 0.0 | $65k | 3.1k | 20.78 | |
| Cytec Industries | 0.0 | $53k | 538.00 | 98.51 | |
| Douglas Emmett (DEI) | 0.0 | $124k | 4.6k | 27.06 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $81k | 6.9k | 11.74 | |
| Fuel Systems Solutions | 0.0 | $51k | 4.7k | 10.75 | |
| LaSalle Hotel Properties | 0.0 | $115k | 3.7k | 31.32 | |
| Medical Properties Trust (MPW) | 0.0 | $77k | 6.0k | 12.81 | |
| Omega Healthcare Investors (OHI) | 0.0 | $147k | 4.4k | 33.52 | |
| Om | 0.0 | $51k | 1.5k | 33.40 | |
| Polypore International | 0.0 | $49k | 1.4k | 33.96 | |
| Post Properties | 0.0 | $94k | 1.9k | 49.01 | |
| Rubicon Technology | 0.0 | $44k | 3.9k | 11.32 | |
| Sovran Self Storage | 0.0 | $84k | 1.1k | 73.11 | |
| American Superconductor Corporation | 0.0 | $11k | 6.6k | 1.66 | |
| Cree | 0.0 | $44k | 780.00 | 56.41 | |
| MFA Mortgage Investments | 0.0 | $100k | 13k | 7.72 | |
| URS Corporation | 0.0 | $31k | 650.00 | 47.69 | |
| Applied Industrial Technologies (AIT) | 0.0 | $14k | 295.00 | 47.46 | |
| Crawford & Company (CRD.B) | 0.0 | $93k | 8.5k | 10.94 | |
| Corrections Corporation of America | 0.0 | $128k | 4.1k | 31.26 | |
| EastGroup Properties (EGP) | 0.0 | $69k | 1.1k | 63.19 | |
| Equity Lifestyle Properties (ELS) | 0.0 | $114k | 2.8k | 40.79 | |
| Geo | 0.0 | $82k | 2.5k | 32.21 | |
| Navigant Consulting | 0.0 | $103k | 5.5k | 18.73 | |
| Corporate Office Properties Trust (CDP) | 0.0 | $82k | 3.1k | 26.56 | |
| Ormat Technologies (ORA) | 0.0 | $52k | 1.7k | 30.01 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $118k | 3.4k | 35.01 | |
| EnerNOC | 0.0 | $52k | 2.3k | 22.16 | |
| FuelCell Energy | 0.0 | $39k | 16k | 2.47 | |
| Trimas Corporation (TRS) | 0.0 | $30k | 900.00 | 33.33 | |
| Potlatch Corporation (PCH) | 0.0 | $55k | 1.4k | 38.43 | |
| PowerSecure International | 0.0 | $48k | 2.1k | 23.22 | |
| Sunstone Hotel Investors (SHO) | 0.0 | $89k | 6.5k | 13.78 | |
| DCT Industrial Trust | 0.0 | $89k | 11k | 7.87 | |
| John B. Sanfilippo & Son (JBSS) | 0.0 | $69k | 3.0k | 23.00 | |
| Symetra Finl Corp | 0.0 | $26k | 1.3k | 20.00 | |
| CBL & Associates Properties | 0.0 | $107k | 6.0k | 17.82 | |
| Chimera Investment Corporation | 0.0 | $111k | 36k | 3.06 | |
| Hatteras Financial | 0.0 | $64k | 3.4k | 18.76 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $8.0k | 61.00 | 131.15 | |
| Weingarten Realty Investors | 0.0 | $119k | 4.0k | 30.04 | |
| Spectrum Pharmaceuticals | 0.0 | $127k | 16k | 7.83 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.0 | $20k | 1.0k | 20.00 | |
| iShares Dow Jones US Tele (IYZ) | 0.0 | $81k | 2.7k | 30.00 | |
| DuPont Fabros Technology | 0.0 | $55k | 2.3k | 23.89 | |
| Real Goods Solar | 0.0 | $11k | 2.6k | 4.24 | |
| STR Holdings | 0.0 | $12k | 7.2k | 1.66 | |
| Tesla Motors (TSLA) | 0.0 | $48k | 230.00 | 208.70 | |
| Mfri | 0.0 | $136k | 10k | 13.60 | |
| Verint Systems (VRNT) | 0.0 | $101k | 3.0k | 33.67 | |
| SPDR S&P Oil & Gas Explore & Prod. | 0.0 | $21k | 290.00 | 72.41 | |
| Ameres (AMRC) | 0.0 | $48k | 6.3k | 7.57 | |
| iShares S&P Latin America 40 Index (ILF) | 0.0 | $110k | 3.0k | 36.67 | |
| WisdomTree India Earnings Fund (EPI) | 0.0 | $138k | 7.3k | 18.90 | |
| Fonar Corporation (FONR) | 0.0 | $132k | 7.5k | 17.60 | |
| Amyris | 0.0 | $43k | 12k | 3.69 | |
| O'reilly Automotive (ORLY) | 0.0 | $30k | 200.00 | 150.00 | |
| Piedmont Office Realty Trust (PDM) | 0.0 | $93k | 5.4k | 17.07 | |
| UQM Technologies | 0.0 | $17k | 4.6k | 3.69 | |
| Motorola Solutions (MSI) | 0.0 | $141k | 2.2k | 64.09 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $22k | 318.00 | 69.18 | |
| iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $51k | 1.1k | 44.54 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $17k | 137.00 | 124.09 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $65k | 610.00 | 106.56 | |
| iShares MSCI Israel Capped Inv Mar ETF (EIS) | 0.0 | $95k | 1.8k | 53.07 | |
| ARMOUR Residential REIT | 0.0 | $54k | 13k | 4.12 | |
| iShares S&P Global Utilities Sector (JXI) | 0.0 | $11k | 225.00 | 48.89 | |
| Market Vectors Africa | 0.0 | $73k | 2.3k | 31.20 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $28k | 917.00 | 30.53 | |
| Vanguard Energy ETF (VDE) | 0.0 | $68k | 530.00 | 128.30 | |
| WisdomTree Europe SmallCap Div (DFE) | 0.0 | $100k | 1.6k | 62.50 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $134k | 3.1k | 43.79 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $14k | 168.00 | 83.33 | |
| Pluristem Therapeutics | 0.0 | $138k | 37k | 3.69 | |
| inv grd crp bd (CORP) | 0.0 | $31k | 307.00 | 100.98 | |
| Powershares Etf Trust dyna buybk ach | 0.0 | $105k | 2.4k | 43.66 | |
| Ishares Tr cmn (STIP) | 0.0 | $144k | 1.4k | 101.12 | |
| American Intl Group | 0.0 | $14k | 692.00 | 20.23 | |
| Gevo | 0.0 | $11k | 9.8k | 1.12 | |
| Credit Suisse Nassau Brh etf | 0.0 | $15k | 715.00 | 20.98 | |
| Apollo Global Management 'a' | 0.0 | $118k | 3.7k | 31.89 | |
| Rlj Lodging Trust (RLJ) | 0.0 | $116k | 4.3k | 26.78 | |
| Solazyme | 0.0 | $41k | 3.6k | 11.51 | |
| Plug Power (PLUG) | 0.0 | $5.0k | 5.4k | 0.92 | |
| Gt Solar Int'l | 0.0 | $49k | 2.9k | 17.14 | |
| Proshares Short 7-10 Etf equity (TBX) | 0.0 | $58k | 1.8k | 32.51 | |
| Cys Investments | 0.0 | $47k | 5.7k | 8.23 | |
| Cubesmart (CUBE) | 0.0 | $78k | 4.6k | 17.07 | |
| Pimco Etf Tr 0-5 high yield (HYS) | 0.0 | $18k | 170.00 | 105.88 | |
| Sunpower (SPWRQ) | 0.0 | $53k | 1.7k | 32.06 | |
| Renewable Energy | 0.0 | $48k | 4.0k | 12.09 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $41k | 5.5k | 7.40 | |
| Retail Properties Of America | 0.0 | $89k | 6.6k | 13.50 | |
| Facebook Inc cl a (META) | 0.0 | $0 | 1.00 | 0.00 | |
| Alexander & Baldwin (ALEX) | 0.0 | $64k | 1.5k | 42.33 | |
| Gentherm (THRM) | 0.0 | $54k | 1.6k | 34.75 | |
| Broadwind Energy (BWEN) | 0.0 | $14k | 1.2k | 11.94 | |
| Durata Therapeutics | 0.0 | $63k | 4.7k | 13.48 | |
| Wp Carey (WPC) | 0.0 | $124k | 2.1k | 60.14 | |
| Ryman Hospitality Pptys (RHP) | 0.0 | $76k | 1.8k | 42.60 | |
| Epr Properties (EPR) | 0.0 | $100k | 1.9k | 53.50 | |
| Solarcity | 0.0 | $51k | 807.00 | 63.20 | |
| Arris | 0.0 | $25k | 900.00 | 27.78 | |
| Silver Spring Networks | 0.0 | $54k | 3.1k | 17.39 | |
| Sunedison | 0.0 | $49k | 2.6k | 18.98 | |
| Twenty-first Century Fox | 0.0 | $27k | 850.00 | 31.76 | |
| Spirit Realty reit | 0.0 | $136k | 12k | 10.95 | |
| Quantum Fuel Sys Technologies | 0.0 | $46k | 4.7k | 9.72 | |
| Pattern Energy | 0.0 | $51k | 1.9k | 27.04 | |
| Columbia Ppty Tr | 0.0 | $120k | 4.4k | 27.27 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $114k | 3.1k | 36.36 |