SRS Capital Advisors as of Dec. 31, 2017
Portfolio Holdings for SRS Capital Advisors
SRS Capital Advisors holds 461 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 |
|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF (VO) | 10.5 | $24M | 157k | 154.78 | |
| Vanguard Europe Pacific ETF (VEA) | 10.1 | $23M | 518k | 44.86 | |
| SPDR Barclays Capital High Yield B | 9.7 | $22M | 607k | 36.72 | |
| Vanguard Value ETF (VTV) | 7.6 | $17M | 164k | 106.31 | |
| PowerShares QQQ Trust, Series 1 | 6.4 | $15M | 95k | 155.76 | |
| iShares Barclays TIPS Bond Fund (TIP) | 6.1 | $14M | 123k | 114.08 | |
| PowerShares Preferred Portfolio | 6.0 | $14M | 934k | 14.86 | |
| Vanguard Growth ETF (VUG) | 5.9 | $14M | 97k | 140.64 | |
| Vanguard Dividend Appreciation ETF (VIG) | 3.0 | $6.8M | 67k | 102.02 | |
| Ishares Inc msci frntr 100 (FM) | 2.9 | $6.6M | 199k | 33.12 | |
| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 1.8 | $4.2M | 86k | 48.96 | |
| iShares Lehman Aggregate Bond (AGG) | 1.8 | $4.0M | 37k | 109.33 | |
| Wells Fargo & Company (WFC) | 1.5 | $3.4M | 56k | 60.67 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.4 | $3.3M | 27k | 121.53 | |
| Vanguard High Dividend Yield ETF (VYM) | 1.4 | $3.2M | 37k | 85.61 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.2M | 16k | 139.68 | |
| Vanguard Emerging Markets ETF (VWO) | 0.7 | $1.5M | 33k | 45.88 | |
| Ishares High Dividend Equity F (HDV) | 0.6 | $1.5M | 16k | 90.14 | |
| iShares S&P 500 Index (IVV) | 0.6 | $1.4M | 5.0k | 268.74 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.6 | $1.3M | 11k | 122.14 | |
| Vanguard REIT ETF (VNQ) | 0.5 | $1.2M | 14k | 82.96 | |
| Apple (AAPL) | 0.5 | $1.0M | 6.1k | 169.16 | |
| First Tr Exchange-traded Fd no amer energy (EMLP) | 0.5 | $1.0M | 42k | 24.54 | |
| iShares S&P 500 Value Index (IVE) | 0.4 | $1.0M | 9.0k | 114.15 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $906k | 12k | 73.62 | |
| iShares S&P 500 Growth Index (IVW) | 0.4 | $882k | 5.8k | 152.65 | |
| Eaton (ETN) | 0.4 | $855k | 11k | 78.94 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $754k | 716.00 | 1053.07 | |
| Amazon (AMZN) | 0.3 | $730k | 625.00 | 1168.00 | |
| Ihs Markit | 0.3 | $742k | 16k | 45.14 | |
| FedEx Corporation (FDX) | 0.3 | $694k | 2.8k | 249.37 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $700k | 669.00 | 1046.34 | |
| Pfizer (PFE) | 0.3 | $602k | 17k | 36.17 | |
| Microsoft Corporation (MSFT) | 0.2 | $572k | 6.7k | 85.44 | |
| Home Depot (HD) | 0.2 | $545k | 2.9k | 189.24 | |
| International Business Machines (IBM) | 0.2 | $543k | 3.5k | 153.30 | |
| UnitedHealth (UNH) | 0.2 | $530k | 2.4k | 220.19 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $502k | 4.7k | 106.83 | |
| Citigroup (C) | 0.2 | $516k | 6.9k | 74.31 | |
| MasterCard Incorporated (MA) | 0.2 | $484k | 3.2k | 151.11 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.2 | $488k | 6.4k | 76.80 | |
| Technology SPDR (XLK) | 0.2 | $453k | 7.1k | 63.85 | |
| Walgreen Boots Alliance | 0.2 | $459k | 6.3k | 72.63 | |
| Accenture (ACN) | 0.2 | $432k | 2.8k | 152.76 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.2 | $449k | 3.4k | 132.72 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.2 | $444k | 2.8k | 160.52 | |
| Procter & Gamble Company (PG) | 0.2 | $413k | 4.5k | 91.76 | |
| Royal Dutch Shell | 0.2 | $412k | 6.2k | 66.61 | |
| Facebook Inc cl a (META) | 0.2 | $413k | 2.3k | 176.19 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.2 | $416k | 12k | 33.75 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $395k | 4.7k | 83.46 | |
| Intel Corporation (INTC) | 0.2 | $387k | 8.4k | 46.15 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $373k | 9.4k | 39.65 | |
| Chevron Corporation (CVX) | 0.2 | $372k | 3.0k | 125.17 | |
| Pepsi (PEP) | 0.2 | $361k | 3.0k | 119.62 | |
| Estee Lauder Companies (EL) | 0.2 | $358k | 2.8k | 127.09 | |
| Ishares Tr rus200 val idx (IWX) | 0.2 | $361k | 6.9k | 52.42 | |
| State Street Corporation (STT) | 0.1 | $336k | 3.5k | 97.36 | |
| Cisco Systems (CSCO) | 0.1 | $342k | 9.0k | 38.20 | |
| Verizon Communications (VZ) | 0.1 | $352k | 6.7k | 52.84 | |
| Amgen (AMGN) | 0.1 | $356k | 2.0k | 173.74 | |
| Williams Companies (WMB) | 0.1 | $321k | 11k | 30.45 | |
| At&t (T) | 0.1 | $295k | 7.6k | 38.78 | |
| Oracle Corporation (ORCL) | 0.1 | $303k | 6.4k | 47.23 | |
| Duke Energy (DUK) | 0.1 | $301k | 3.6k | 83.89 | |
| Medtronic (MDT) | 0.1 | $311k | 3.9k | 80.59 | |
| ICICI Bank (IBN) | 0.1 | $270k | 28k | 9.71 | |
| Goldman Sachs (GS) | 0.1 | $288k | 1.1k | 254.87 | |
| Becton, Dickinson and (BDX) | 0.1 | $270k | 1.3k | 213.95 | |
| MSC Industrial Direct (MSM) | 0.1 | $284k | 2.9k | 96.60 | |
| Aegon | 0.1 | $284k | 45k | 6.28 | |
| Novo Nordisk A/S (NVO) | 0.1 | $270k | 5.0k | 53.50 | |
| Ishares Tr rus200 grw idx (IWY) | 0.1 | $272k | 3.7k | 73.14 | |
| Wal-Mart Stores (WMT) | 0.1 | $258k | 2.6k | 98.62 | |
| Sherwin-Williams Company (SHW) | 0.1 | $262k | 640.00 | 409.38 | |
| Union Pacific Corporation (UNP) | 0.1 | $243k | 1.8k | 133.96 | |
| eBay (EBAY) | 0.1 | $256k | 6.8k | 37.74 | |
| Visa (V) | 0.1 | $260k | 2.3k | 113.94 | |
| Suno (SUN) | 0.1 | $250k | 8.8k | 28.32 | |
| Paypal Holdings (PYPL) | 0.1 | $243k | 3.3k | 73.48 | |
| Cummins (CMI) | 0.1 | $234k | 1.3k | 176.34 | |
| Stanley Black & Decker (SWK) | 0.1 | $220k | 1.3k | 168.97 | |
| Capital One Financial (COF) | 0.1 | $242k | 2.4k | 99.22 | |
| United Technologies Corporation | 0.1 | $224k | 1.8k | 127.49 | |
| Magna Intl Inc cl a (MGA) | 0.1 | $240k | 4.2k | 56.59 | |
| Toro Company (TTC) | 0.1 | $232k | 3.6k | 65.06 | |
| Northern Trust Corporation (NTRS) | 0.1 | $204k | 2.0k | 99.76 | |
| Canadian Natl Ry (CNI) | 0.1 | $204k | 2.5k | 82.22 | |
| General Electric Company | 0.1 | $215k | 12k | 17.38 | |
| Hanesbrands (HBI) | 0.1 | $214k | 10k | 20.86 | |
| Synopsys (SNPS) | 0.1 | $201k | 2.4k | 85.03 | |
| Valero Energy Corporation (VLO) | 0.1 | $200k | 2.2k | 91.79 | |
| Colgate-Palmolive Company (CL) | 0.1 | $214k | 2.8k | 75.43 | |
| Tor Dom Bk Cad (TD) | 0.1 | $209k | 3.6k | 58.54 | |
| BLDRS Emerging Markets 50 ADR Index | 0.1 | $207k | 4.8k | 43.01 | |
| General Motors Company (GM) | 0.1 | $198k | 4.8k | 40.83 | |
| Chubb (CB) | 0.1 | $213k | 1.5k | 145.99 | |
| American Express Company (AXP) | 0.1 | $183k | 1.9k | 98.92 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $191k | 719.00 | 265.65 | |
| DaVita (DVA) | 0.1 | $181k | 2.5k | 71.85 | |
| Honeywell International (HON) | 0.1 | $184k | 1.2k | 153.08 | |
| Nike (NKE) | 0.1 | $194k | 3.1k | 62.38 | |
| American Electric Power Company (AEP) | 0.1 | $195k | 2.7k | 73.25 | |
| TJX Companies (TJX) | 0.1 | $186k | 2.4k | 76.42 | |
| FactSet Research Systems (FDS) | 0.1 | $190k | 989.00 | 192.11 | |
| AllianceBernstein Holding (AB) | 0.1 | $182k | 7.3k | 24.98 | |
| Hormel Foods Corporation (HRL) | 0.1 | $177k | 4.9k | 36.32 | |
| Plains All American Pipeline (PAA) | 0.1 | $192k | 9.3k | 20.64 | |
| Alibaba Group Holding (BABA) | 0.1 | $185k | 1.1k | 171.93 | |
| Coca-Cola Company (KO) | 0.1 | $156k | 3.4k | 45.83 | |
| Martin Marietta Materials (MLM) | 0.1 | $164k | 742.00 | 221.02 | |
| 3M Company (MMM) | 0.1 | $157k | 670.00 | 234.33 | |
| C.R. Bard | 0.1 | $165k | 500.00 | 330.00 | |
| CVS Caremark Corporation (CVS) | 0.1 | $163k | 2.3k | 72.12 | |
| Unilever | 0.1 | $171k | 3.0k | 56.21 | |
| Total (TTE) | 0.1 | $156k | 2.8k | 55.05 | |
| Netflix (NFLX) | 0.1 | $158k | 824.00 | 191.75 | |
| BorgWarner (BWA) | 0.1 | $157k | 3.1k | 51.02 | |
| Magellan Midstream Partners | 0.1 | $160k | 2.3k | 70.92 | |
| U.S. Bancorp (USB) | 0.1 | $134k | 2.5k | 53.51 | |
| Boeing Company (BA) | 0.1 | $145k | 492.00 | 294.72 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $146k | 771.00 | 189.36 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $147k | 1.4k | 103.89 | |
| PPL Corporation (PPL) | 0.1 | $141k | 4.6k | 30.94 | |
| BHP Billiton (BHP) | 0.1 | $144k | 3.1k | 45.92 | |
| Intuit (INTU) | 0.1 | $129k | 821.00 | 157.13 | |
| Nippon Telegraph & Telephone (NTTYY) | 0.1 | $135k | 2.9k | 46.96 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $135k | 4.8k | 27.88 | |
| Sumitomo Mitsui Financial Grp (SMFG) | 0.1 | $142k | 16k | 8.66 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $140k | 3.7k | 37.87 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $117k | 2.2k | 52.23 | |
| Lincoln National Corporation (LNC) | 0.1 | $112k | 1.5k | 76.87 | |
| Moody's Corporation (MCO) | 0.1 | $121k | 821.00 | 147.38 | |
| United Parcel Service (UPS) | 0.1 | $111k | 933.00 | 118.97 | |
| Automatic Data Processing (ADP) | 0.1 | $109k | 933.00 | 116.83 | |
| Allstate Corporation (ALL) | 0.1 | $113k | 1.1k | 104.53 | |
| Gilead Sciences (GILD) | 0.1 | $123k | 1.7k | 71.26 | |
| Lowe's Companies (LOW) | 0.1 | $122k | 1.3k | 92.78 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $113k | 1.6k | 71.70 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $112k | 755.00 | 148.34 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $124k | 945.00 | 131.22 | |
| United Microelectronics (UMC) | 0.1 | $120k | 50k | 2.39 | |
| iShares Dow Jones US Basic Mater. (IYM) | 0.1 | $111k | 1.1k | 102.12 | |
| Tesla Motors (TSLA) | 0.1 | $116k | 375.00 | 309.33 | |
| Anthem (ELV) | 0.1 | $105k | 471.00 | 222.93 | |
| Comcast Corporation (CMCSA) | 0.0 | $90k | 2.2k | 40.05 | |
| McDonald's Corporation (MCD) | 0.0 | $102k | 594.00 | 171.72 | |
| Republic Services (RSG) | 0.0 | $100k | 1.5k | 67.57 | |
| Baxter International (BAX) | 0.0 | $99k | 1.5k | 64.62 | |
| Bristol Myers Squibb (BMY) | 0.0 | $92k | 1.5k | 61.21 | |
| Copart (CPRT) | 0.0 | $88k | 2.0k | 43.03 | |
| Ross Stores (ROST) | 0.0 | $97k | 1.2k | 80.10 | |
| Emerson Electric (EMR) | 0.0 | $82k | 1.2k | 69.43 | |
| AmerisourceBergen (COR) | 0.0 | $98k | 1.1k | 91.67 | |
| Novartis (NVS) | 0.0 | $88k | 1.1k | 83.33 | |
| Schlumberger (SLB) | 0.0 | $99k | 1.5k | 67.16 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $86k | 2.7k | 31.89 | |
| Statoil ASA | 0.0 | $86k | 4.1k | 21.21 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $86k | 1.3k | 66.77 | |
| Ford Motor Company (F) | 0.0 | $101k | 8.1k | 12.49 | |
| KT Corporation (KT) | 0.0 | $83k | 5.4k | 15.47 | |
| USG Corporation | 0.0 | $85k | 2.2k | 38.15 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $82k | 539.00 | 152.13 | |
| Hexcel Corporation (HXL) | 0.0 | $87k | 1.4k | 61.27 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $92k | 684.00 | 134.50 | |
| Genpact (G) | 0.0 | $96k | 3.0k | 31.71 | |
| Powershares S&p 500 | 0.0 | $82k | 1.9k | 42.09 | |
| Orbital Atk | 0.0 | $87k | 668.00 | 130.24 | |
| Westrock (WRK) | 0.0 | $88k | 1.4k | 62.68 | |
| SK Tele | 0.0 | $64k | 2.3k | 27.56 | |
| HSBC Holdings (HSBC) | 0.0 | $76k | 1.5k | 51.08 | |
| BlackRock | 0.0 | $74k | 145.00 | 510.34 | |
| Bank of America Corporation (BAC) | 0.0 | $79k | 2.7k | 29.28 | |
| Blackstone | 0.0 | $71k | 2.2k | 31.74 | |
| CarMax (KMX) | 0.0 | $58k | 912.00 | 63.60 | |
| Snap-on Incorporated (SNA) | 0.0 | $74k | 428.00 | 172.90 | |
| Western Digital (WDC) | 0.0 | $73k | 919.00 | 79.43 | |
| Laboratory Corp. of America Holdings | 0.0 | $62k | 390.00 | 158.97 | |
| Mettler-Toledo International (MTD) | 0.0 | $65k | 106.00 | 613.21 | |
| Kroger (KR) | 0.0 | $68k | 2.5k | 27.18 | |
| Yum! Brands (YUM) | 0.0 | $64k | 795.00 | 80.50 | |
| GlaxoSmithKline | 0.0 | $62k | 1.8k | 35.19 | |
| Praxair | 0.0 | $75k | 489.00 | 153.37 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $61k | 72.00 | 847.22 | |
| Canadian Pacific Railway | 0.0 | $78k | 431.00 | 180.97 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $58k | 1.0k | 55.45 | |
| Dollar Tree (DLTR) | 0.0 | $58k | 545.00 | 106.42 | |
| NewMarket Corporation (NEU) | 0.0 | $67k | 170.00 | 394.12 | |
| HDFC Bank (HDB) | 0.0 | $71k | 705.00 | 100.71 | |
| IDEX Corporation (IEX) | 0.0 | $69k | 527.00 | 130.93 | |
| Pioneer Natural Resources | 0.0 | $68k | 399.00 | 170.43 | |
| SPDR Gold Trust (GLD) | 0.0 | $66k | 540.00 | 122.22 | |
| Baidu (BIDU) | 0.0 | $70k | 303.00 | 231.02 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $60k | 752.00 | 79.79 | |
| Smith & Nephew (SNN) | 0.0 | $68k | 2.0k | 34.52 | |
| SPECTRUM BRANDS Hldgs | 0.0 | $65k | 584.00 | 111.30 | |
| Jp Morgan Alerian Mlp Index | 0.0 | $64k | 2.3k | 27.35 | |
| iShares Morningstar Small Value (ISCV) | 0.0 | $78k | 516.00 | 151.16 | |
| Yandex Nv-a (NBIS) | 0.0 | $60k | 1.8k | 32.63 | |
| Orange Sa (ORANY) | 0.0 | $70k | 4.0k | 17.30 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $61k | 1.9k | 31.87 | |
| Energizer Holdings (ENR) | 0.0 | $70k | 1.5k | 47.36 | |
| Hasbro (HAS) | 0.0 | $46k | 511.00 | 90.02 | |
| BHP Billiton | 0.0 | $52k | 1.3k | 39.60 | |
| LG Display (LPL) | 0.0 | $45k | 3.3k | 13.73 | |
| China Mobile | 0.0 | $43k | 852.00 | 50.47 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $48k | 1.0k | 46.51 | |
| DST Systems | 0.0 | $52k | 840.00 | 61.90 | |
| M&T Bank Corporation (MTB) | 0.0 | $36k | 211.00 | 170.62 | |
| Shaw Communications Inc cl b conv | 0.0 | $41k | 1.8k | 22.69 | |
| Core Laboratories | 0.0 | $49k | 454.00 | 107.93 | |
| NVIDIA Corporation (NVDA) | 0.0 | $52k | 269.00 | 193.31 | |
| SYSCO Corporation (SYY) | 0.0 | $57k | 950.00 | 60.00 | |
| Aetna | 0.0 | $37k | 208.00 | 177.88 | |
| Merck & Co (MRK) | 0.0 | $36k | 643.00 | 55.99 | |
| Rio Tinto (RIO) | 0.0 | $45k | 861.00 | 52.26 | |
| Biogen Idec (BIIB) | 0.0 | $52k | 166.00 | 313.25 | |
| Canon (CAJPY) | 0.0 | $41k | 1.1k | 37.17 | |
| First Industrial Realty Trust (FR) | 0.0 | $38k | 1.2k | 30.74 | |
| Roper Industries (ROP) | 0.0 | $46k | 181.00 | 254.14 | |
| WNS | 0.0 | $41k | 1.0k | 40.00 | |
| Eaton Vance | 0.0 | $49k | 876.00 | 55.94 | |
| Mizuho Financial (MFG) | 0.0 | $40k | 11k | 3.57 | |
| Armstrong World Industries (AWI) | 0.0 | $56k | 940.00 | 59.57 | |
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $44k | 5.2k | 8.44 | |
| Banco Santander (SAN) | 0.0 | $40k | 6.2k | 6.45 | |
| Tata Motors | 0.0 | $40k | 1.2k | 32.81 | |
| Energy Transfer Partners | 0.0 | $40k | 2.2k | 17.79 | |
| Open Text Corp (OTEX) | 0.0 | $55k | 1.6k | 35.42 | |
| American Water Works (AWK) | 0.0 | $41k | 454.00 | 90.31 | |
| Oneok (OKE) | 0.0 | $41k | 767.00 | 53.46 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $36k | 653.00 | 55.13 | |
| Motorola Solutions (MSI) | 0.0 | $51k | 569.00 | 89.63 | |
| Hca Holdings (HCA) | 0.0 | $43k | 496.00 | 86.69 | |
| Icon (ICLR) | 0.0 | $50k | 449.00 | 111.36 | |
| Ambev Sa- (ABEV) | 0.0 | $43k | 6.7k | 6.39 | |
| Edgewell Pers Care (EPC) | 0.0 | $42k | 712.00 | 58.99 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $51k | 3.6k | 14.10 | |
| S&p Global (SPGI) | 0.0 | $56k | 331.00 | 169.18 | |
| Intercontin- | 0.0 | $44k | 703.00 | 62.59 | |
| BP (BP) | 0.0 | $21k | 520.00 | 40.38 | |
| Diamond Offshore Drilling | 0.0 | $15k | 824.00 | 18.20 | |
| America Movil Sab De Cv spon adr l | 0.0 | $28k | 1.6k | 17.08 | |
| Petroleo Brasileiro SA (PBR) | 0.0 | $28k | 2.8k | 9.97 | |
| Infosys Technologies (INFY) | 0.0 | $32k | 2.0k | 16.05 | |
| Cnooc | 0.0 | $27k | 193.00 | 139.90 | |
| Turkcell Iletisim Hizmetleri A.S. (TKC) | 0.0 | $21k | 2.1k | 9.90 | |
| Starwood Property Trust (STWD) | 0.0 | $13k | 640.00 | 20.31 | |
| PNC Financial Services (PNC) | 0.0 | $27k | 194.00 | 139.18 | |
| Principal Financial (PFG) | 0.0 | $28k | 403.00 | 69.48 | |
| Ameriprise Financial (AMP) | 0.0 | $13k | 79.00 | 164.56 | |
| Caterpillar (CAT) | 0.0 | $29k | 185.00 | 156.76 | |
| Abbott Laboratories (ABT) | 0.0 | $24k | 430.00 | 55.81 | |
| Eli Lilly & Co. (LLY) | 0.0 | $28k | 342.00 | 81.87 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $32k | 86.00 | 372.09 | |
| Walt Disney Company (DIS) | 0.0 | $28k | 262.00 | 106.87 | |
| Norfolk Southern (NSC) | 0.0 | $19k | 132.00 | 143.94 | |
| Citrix Systems | 0.0 | $22k | 252.00 | 87.30 | |
| Digital Realty Trust (DLR) | 0.0 | $15k | 139.00 | 107.91 | |
| Edwards Lifesciences (EW) | 0.0 | $15k | 139.00 | 107.91 | |
| Travelers Companies (TRV) | 0.0 | $12k | 94.00 | 127.66 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $16k | 93.00 | 172.04 | |
| Morgan Stanley (MS) | 0.0 | $28k | 552.00 | 50.72 | |
| International Flavors & Fragrances (IFF) | 0.0 | $15k | 101.00 | 148.51 | |
| Universal Health Services (UHS) | 0.0 | $19k | 168.00 | 113.10 | |
| AstraZeneca (AZN) | 0.0 | $20k | 596.00 | 33.56 | |
| CIGNA Corporation | 0.0 | $23k | 118.00 | 194.92 | |
| Halliburton Company (HAL) | 0.0 | $19k | 403.00 | 47.15 | |
| Target Corporation (TGT) | 0.0 | $32k | 493.00 | 64.91 | |
| Xerox Corporation | 0.0 | $26k | 903.00 | 28.79 | |
| Kyocera Corporation (KYOCY) | 0.0 | $16k | 248.00 | 64.52 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $31k | 253.00 | 122.53 | |
| Qualcomm (QCOM) | 0.0 | $16k | 262.00 | 61.07 | |
| KB Financial (KB) | 0.0 | $21k | 375.00 | 56.00 | |
| Mitsubishi UFJ Financial (MUFG) | 0.0 | $21k | 3.0k | 7.10 | |
| Mbia (MBI) | 0.0 | $27k | 3.7k | 7.32 | |
| Illinois Tool Works (ITW) | 0.0 | $22k | 132.00 | 166.67 | |
| EOG Resources (EOG) | 0.0 | $20k | 187.00 | 106.95 | |
| Prudential Financial (PRU) | 0.0 | $22k | 193.00 | 113.99 | |
| Luxottica Group S.p.A. | 0.0 | $12k | 210.00 | 57.14 | |
| priceline.com Incorporated | 0.0 | $34k | 20.00 | 1700.00 | |
| Pos (PKX) | 0.0 | $24k | 312.00 | 76.92 | |
| Sykes Enterprises, Incorporated | 0.0 | $12k | 411.00 | 29.20 | |
| Edison International (EIX) | 0.0 | $12k | 198.00 | 60.61 | |
| Enbridge (ENB) | 0.0 | $18k | 476.00 | 37.82 | |
| Humana (HUM) | 0.0 | $23k | 96.00 | 239.58 | |
| Vail Resorts (MTN) | 0.0 | $15k | 72.00 | 208.33 | |
| South Jersey Industries | 0.0 | $13k | 436.00 | 29.82 | |
| Tempur-Pedic International (SGI) | 0.0 | $17k | 277.00 | 61.37 | |
| Allete (ALE) | 0.0 | $13k | 184.00 | 70.65 | |
| BT | 0.0 | $23k | 1.3k | 18.11 | |
| DURECT Corporation | 0.0 | $27k | 30k | 0.89 | |
| Sasol (SSL) | 0.0 | $29k | 875.00 | 33.14 | |
| iShares MSCI Hong Kong Index Fund (EWH) | 0.0 | $17k | 692.00 | 24.57 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $32k | 282.00 | 113.48 | |
| iShares Russell Microcap Index (IWC) | 0.0 | $25k | 269.00 | 92.94 | |
| iShares Morningstar Small Growth (ISCG) | 0.0 | $27k | 151.00 | 178.81 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $34k | 432.00 | 78.70 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $12k | 786.00 | 15.27 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $13k | 489.00 | 26.58 | |
| Delaware Inv Co Mun Inc Fd I | 0.0 | $15k | 1.0k | 14.66 | |
| Kinder Morgan (KMI) | 0.0 | $13k | 723.00 | 17.98 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $23k | 359.00 | 64.07 | |
| Powershares Etf Tr Ii s^p500 hgh bet | 0.0 | $24k | 582.00 | 41.24 | |
| Michael Kors Holdings | 0.0 | $28k | 459.00 | 61.00 | |
| Telephone And Data Systems (TDS) | 0.0 | $15k | 559.00 | 26.83 | |
| Express Scripts Holding | 0.0 | $13k | 181.00 | 71.82 | |
| Phillips 66 (PSX) | 0.0 | $21k | 209.00 | 100.48 | |
| Mondelez Int (MDLZ) | 0.0 | $22k | 529.00 | 41.59 | |
| Wpp Plc- (WPP) | 0.0 | $22k | 244.00 | 90.16 | |
| Cdk Global Inc equities | 0.0 | $21k | 300.00 | 70.00 | |
| Xenia Hotels & Resorts (XHR) | 0.0 | $12k | 602.00 | 19.93 | |
| Sesa Sterlite Ltd sp | 0.0 | $29k | 1.4k | 20.51 | |
| Relx (RELX) | 0.0 | $12k | 518.00 | 23.17 | |
| Kraft Heinz (KHC) | 0.0 | $16k | 213.00 | 75.12 | |
| Welltower Inc Com reit (WELL) | 0.0 | $18k | 288.00 | 62.50 | |
| Hp (HPQ) | 0.0 | $14k | 713.00 | 19.64 | |
| Broad | 0.0 | $15k | 59.00 | 254.24 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $24k | 74.00 | 324.32 | |
| Ingevity (NGVT) | 0.0 | $15k | 218.00 | 68.81 | |
| Vale (VALE) | 0.0 | $10k | 847.00 | 11.81 | |
| Time Warner | 0.0 | $11k | 130.00 | 84.62 | |
| NRG Energy (NRG) | 0.0 | $6.0k | 224.00 | 26.79 | |
| Cme (CME) | 0.0 | $2.0k | 18.00 | 111.11 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $4.0k | 86.00 | 46.51 | |
| Fidelity National Information Services (FIS) | 0.0 | $2.0k | 25.00 | 80.00 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $10k | 190.00 | 52.63 | |
| CSX Corporation (CSX) | 0.0 | $5.0k | 98.00 | 51.02 | |
| Devon Energy Corporation (DVN) | 0.0 | $1.0k | 43.00 | 23.26 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.0k | 38.00 | 131.58 | |
| Sony Corporation (SONY) | 0.0 | $3.0k | 69.00 | 43.48 | |
| CBS Corporation | 0.0 | $1.0k | 32.00 | 31.25 | |
| Noble Energy | 0.0 | $3.0k | 118.00 | 25.42 | |
| Polaris Industries (PII) | 0.0 | $999.960000 | 13.00 | 76.92 | |
| T. Rowe Price (TROW) | 0.0 | $999.970000 | 19.00 | 52.63 | |
| Avery Dennison Corporation (AVY) | 0.0 | $5.0k | 48.00 | 104.17 | |
| Harris Corporation | 0.0 | $4.0k | 32.00 | 125.00 | |
| Electronic Arts (EA) | 0.0 | $5.0k | 57.00 | 87.72 | |
| International Paper Company (IP) | 0.0 | $4.0k | 71.00 | 56.34 | |
| Newell Rubbermaid (NWL) | 0.0 | $6.0k | 223.00 | 26.91 | |
| Darden Restaurants (DRI) | 0.0 | $3.0k | 38.00 | 78.95 | |
| Equity Residential (EQR) | 0.0 | $5.0k | 86.00 | 58.14 | |
| Tyson Foods (TSN) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $7.0k | 193.00 | 36.27 | |
| Waters Corporation (WAT) | 0.0 | $9.0k | 50.00 | 180.00 | |
| Campbell Soup Company (CPB) | 0.0 | $4.0k | 100.00 | 40.00 | |
| Air Products & Chemicals (APD) | 0.0 | $3.0k | 20.00 | 150.00 | |
| BB&T Corporation | 0.0 | $999.960000 | 39.00 | 25.64 | |
| Credit Suisse Group | 0.0 | $3.0k | 215.00 | 13.95 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.0 | $5.0k | 779.00 | 6.42 | |
| Intuitive Surgical (ISRG) | 0.0 | $10k | 30.00 | 333.33 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $999.970000 | 19.00 | 52.63 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $6.0k | 31.00 | 193.55 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $5.0k | 76.00 | 65.79 | |
| Shinhan Financial (SHG) | 0.0 | $4.0k | 107.00 | 37.38 | |
| Danaher Corporation (DHR) | 0.0 | $9.0k | 97.00 | 92.78 | |
| Shire | 0.0 | $8.0k | 55.00 | 145.45 | |
| Southern Company (SO) | 0.0 | $6.0k | 141.00 | 42.55 | |
| General Dynamics Corporation (GD) | 0.0 | $5.0k | 26.00 | 192.31 | |
| Sap (SAP) | 0.0 | $4.0k | 37.00 | 108.11 | |
| Brookfield Infrastructure Part (BIP) | 0.0 | $9.0k | 208.00 | 43.27 | |
| Barclays (BCS) | 0.0 | $1.0k | 178.00 | 5.62 | |
| Omni (OMC) | 0.0 | $4.0k | 62.00 | 64.52 | |
| Dr Pepper Snapple | 0.0 | $11k | 114.00 | 96.49 | |
| Fiserv (FI) | 0.0 | $4.0k | 34.00 | 117.65 | |
| Sempra Energy (SRE) | 0.0 | $2.0k | 22.00 | 90.91 | |
| Applied Materials (AMAT) | 0.0 | $7.0k | 146.00 | 47.95 | |
| Paccar (PCAR) | 0.0 | $3.0k | 44.00 | 68.18 | |
| Constellation Brands (STZ) | 0.0 | $5.0k | 26.00 | 192.31 | |
| Toyota Motor Corporation (TM) | 0.0 | $7.0k | 56.00 | 125.00 | |
| Lannett Company | 0.0 | $11k | 513.00 | 21.44 | |
| Ventas (VTR) | 0.0 | $1.0k | 24.00 | 41.67 | |
| Ctrip.com International | 0.0 | $1.0k | 32.00 | 31.25 | |
| New Oriental Education & Tech | 0.0 | $2.0k | 30.00 | 66.67 | |
| NetEase (NTES) | 0.0 | $10k | 30.00 | 333.33 | |
| Goldcorp | 0.0 | $4.0k | 323.00 | 12.38 | |
| salesforce (CRM) | 0.0 | $4.0k | 47.00 | 85.11 | |
| Under Armour (UAA) | 0.0 | $999.750000 | 75.00 | 13.33 | |
| Eni S.p.A. (E) | 0.0 | $4.0k | 144.00 | 27.78 | |
| Black Hills Corporation (BKH) | 0.0 | $1.0k | 25.00 | 40.00 | |
| Oshkosh Corporation (OSK) | 0.0 | $9.0k | 105.00 | 85.71 | |
| Siliconware Precision Industries | 0.0 | $999.600000 | 140.00 | 7.14 | |
| Banco de Chile (BCH) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Cibc Cad (CM) | 0.0 | $5.0k | 60.00 | 83.33 | |
| CenterPoint Energy (CNP) | 0.0 | $1.0k | 70.00 | 14.29 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $6.0k | 70.00 | 85.71 | |
| Empresa Nacional de Electricidad | 0.0 | $6.0k | 229.00 | 26.20 | |
| Banco Itau Holding Financeira (ITUB) | 0.0 | $2.0k | 179.00 | 11.17 | |
| MetLife (MET) | 0.0 | $4.0k | 97.00 | 41.24 | |
| MGE Energy (MGEE) | 0.0 | $999.900000 | 30.00 | 33.33 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $2.0k | 55.00 | 36.36 | |
| Nomura Holdings (NMR) | 0.0 | $5.0k | 900.00 | 5.56 | |
| Omega Healthcare Investors (OHI) | 0.0 | $2.0k | 82.00 | 24.39 | |
| Prudential Public Limited Company (PUK) | 0.0 | $5.0k | 117.00 | 42.74 | |
| Dr. Reddy's Laboratories (RDY) | 0.0 | $5.0k | 148.00 | 33.78 | |
| Skechers USA | 0.0 | $9.0k | 255.00 | 35.29 | |
| Suburban Propane Partners (SPH) | 0.0 | $5.0k | 244.00 | 20.49 | |
| Textainer Group Holdings | 0.0 | $4.0k | 200.00 | 20.00 | |
| Westpac Banking Corporation | 0.0 | $2.0k | 99.00 | 20.20 | |
| Advanced Semiconductor Engineering | 0.0 | $998.760000 | 287.00 | 3.48 | |
| Banco Bradesco SA (BBD) | 0.0 | $999.810000 | 189.00 | 5.29 | |
| Celgene Corporation | 0.0 | $6.0k | 60.00 | 100.00 | |
| Flowserve Corporation (FLS) | 0.0 | $6.0k | 154.00 | 38.96 | |
| ING Groep (ING) | 0.0 | $3.0k | 187.00 | 16.04 | |
| China Life Insurance Company | 0.0 | $2.0k | 158.00 | 12.66 | |
| National Grid | 0.0 | $6.0k | 114.00 | 52.63 | |
| Agnico (AEM) | 0.0 | $999.960000 | 39.00 | 25.64 | |
| Rockwell Automation (ROK) | 0.0 | $3.0k | 20.00 | 150.00 | |
| Southern Copper Corporation (SCCO) | 0.0 | $4.0k | 93.00 | 43.01 | |
| Rbc Cad (RY) | 0.0 | $10k | 130.00 | 76.92 | |
| Cae (CAE) | 0.0 | $10k | 558.00 | 17.92 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $1.0k | 14.00 | 71.43 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $999.960000 | 13.00 | 76.92 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $1.0k | 10.00 | 100.00 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $11k | 72.00 | 152.78 | |
| Liberty Property Trust | 0.0 | $2.0k | 64.00 | 31.25 | |
| Udr (UDR) | 0.0 | $1.0k | 42.00 | 23.81 | |
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $2.0k | 31.00 | 64.52 | |
| Descartes Sys Grp (DSGX) | 0.0 | $5.0k | 200.00 | 25.00 | |
| KKR & Co | 0.0 | $7.0k | 362.00 | 19.34 | |
| Ecopetrol (EC) | 0.0 | $2.0k | 146.00 | 13.70 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.0k | 11.00 | 90.91 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $3.0k | 23.00 | 130.43 | |
| Aviva | 0.0 | $2.0k | 176.00 | 11.36 | |
| Industries N shs - a - (LYB) | 0.0 | $11k | 105.00 | 104.76 | |
| iShares MSCI Canada Index (EWC) | 0.0 | $6.0k | 224.00 | 26.79 | |
| O'reilly Automotive (ORLY) | 0.0 | $2.0k | 11.00 | 181.82 | |
| Penns Woods Ban (PWOD) | 0.0 | $8.0k | 184.00 | 43.48 | |
| iShares Morningstar Large Value (ILCV) | 0.0 | $4.0k | 40.00 | 100.00 | |
| iShares Morningstar Mid Value Idx (IMCV) | 0.0 | $3.0k | 24.00 | 125.00 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $7.0k | 184.00 | 38.04 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $8.0k | 63.00 | 126.98 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $8.0k | 76.00 | 105.26 | |
| iShares Morningstar Mid Growth Idx (IMCG) | 0.0 | $4.0k | 24.00 | 166.67 | |
| TAL Education (TAL) | 0.0 | $3.0k | 126.00 | 23.81 | |
| Prologis (PLD) | 0.0 | $7.0k | 113.00 | 61.95 | |
| Ishares Tr fltg rate nt (FLOT) | 0.0 | $5.0k | 109.00 | 45.87 | |
| Xylem (XYL) | 0.0 | $2.0k | 37.00 | 54.05 | |
| Claymore Exchange Trd Fd Tr guggenheim sol | 0.0 | $2.0k | 110.00 | 18.18 | |
| Ensco Plc Shs Class A | 0.0 | $998.470000 | 313.00 | 3.19 | |
| Palo Alto Networks (PANW) | 0.0 | $5.0k | 37.00 | 135.14 | |
| Asml Holding (ASML) | 0.0 | $3.0k | 22.00 | 136.36 | |
| Blackstone Gso Strategic (BGB) | 0.0 | $5.0k | 320.00 | 15.62 | |
| L Brands | 0.0 | $6.0k | 108.00 | 55.56 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $3.0k | 51.00 | 58.82 | |
| Metropcs Communications (TMUS) | 0.0 | $5.0k | 85.00 | 58.82 | |
| Twenty-first Century Fox | 0.0 | $6.0k | 182.00 | 32.97 | |
| Sirius Xm Holdings | 0.0 | $998.640000 | 342.00 | 2.92 | |
| Perrigo Company (PRGO) | 0.0 | $2.0k | 27.00 | 74.07 | |
| One Gas (OGS) | 0.0 | $2.0k | 35.00 | 57.14 | |
| Nam Tai Ppty (NTPIF) | 0.0 | $10k | 840.00 | 11.90 | |
| Jd (JD) | 0.0 | $2.0k | 64.00 | 31.25 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $999.960000 | 26.00 | 38.46 | |
| Ubs Group (UBS) | 0.0 | $4.0k | 229.00 | 17.47 | |
| Allergan | 0.0 | $7.0k | 45.00 | 155.56 | |
| Pjt Partners (PJT) | 0.0 | $999.950000 | 35.00 | 28.57 | |
| Duluth Holdings (DLTH) | 0.0 | $8.0k | 500.00 | 16.00 | |
| Market Vectors Etf Tr Oil Svcs | 0.0 | $2.0k | 104.00 | 19.23 | |
| Coca Cola European Partners (CCEP) | 0.0 | $6.0k | 162.00 | 37.04 | |
| Triton International | 0.0 | $9.0k | 244.00 | 36.89 | |
| Dell Technologies Inc Class V equity | 0.0 | $3.0k | 44.00 | 68.18 |