iShares Russell Midcap Value Index
(IWS)
|
17.5 |
$24M |
|
406k |
57.92 |
iShares Lehman Aggregate Bond
(AGG)
|
16.5 |
$22M |
|
207k |
107.21 |
iShares Russell 1000 Index
(IWB)
|
13.4 |
$18M |
|
200k |
89.93 |
Vanguard Dividend Appreciation ETF
(VIG)
|
12.1 |
$16M |
|
245k |
66.20 |
iShares MSCI EAFE Index Fund
(EFA)
|
9.6 |
$13M |
|
225k |
57.30 |
iShares MSCI United Kingdom Index
|
6.5 |
$8.7M |
|
493k |
17.66 |
iShares S&P Natl AMTFr Mncpl Bd
(MUB)
|
5.6 |
$7.5M |
|
71k |
105.04 |
Consumer Discretionary SPDR
(XLY)
|
4.3 |
$5.8M |
|
103k |
56.40 |
iShares S&P 500 Index
(IVV)
|
4.0 |
$5.3M |
|
33k |
160.90 |
iShares MSCI ACWI Index Fund
(ACWI)
|
2.5 |
$3.3M |
|
66k |
50.00 |
iShares Russell 3000 Index
(IWV)
|
1.5 |
$2.0M |
|
21k |
96.38 |
Vanguard FTSE All-World ex-US ETF
(VEU)
|
1.4 |
$1.9M |
|
43k |
44.21 |
J.M. Smucker Company
(SJM)
|
1.4 |
$1.9M |
|
18k |
103.16 |
SPDR Nuveen Barclays Capital Municpl Bnd
|
0.7 |
$984k |
|
43k |
22.85 |
Vanguard Total World Stock Idx
(VT)
|
0.6 |
$859k |
|
17k |
51.51 |
SPDR Barclays Capital Intl Tresy Bd ETF
(BWX)
|
0.5 |
$671k |
|
12k |
56.29 |
iShares FTSE KLD 400 Social Idx
(DSI)
|
0.4 |
$498k |
|
8.3k |
60.30 |
Spdr S&p 500 Etf
(SPY)
|
0.3 |
$448k |
|
2.8k |
160.34 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.2 |
$298k |
|
1.4k |
210.01 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$287k |
|
2.6k |
110.51 |
Vanguard Large-Cap ETF
(VV)
|
0.2 |
$277k |
|
3.8k |
73.49 |
U.S. Bancorp
(USB)
|
0.2 |
$274k |
|
7.6k |
36.20 |
International Business Machines
(IBM)
|
0.2 |
$232k |
|
1.2k |
200.00 |
Wells Fargo & Company
(WFC)
|
0.2 |
$222k |
|
5.4k |
41.23 |
Key
(KEY)
|
0.1 |
$114k |
|
10k |
11.05 |
Paulson Capital
(PLCC)
|
0.1 |
$90k |
|
120k |
0.75 |