$171 Million is the total value of LifePlan Financial Group, Inc's 529 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LRGF | New | ISHARES TRmultifactor usa | $5,021,000 | – | 159,385 | +100.0% | 2.93% | – |
| EZM | New | WISDOMTREE TRus midcp earning | $3,997,000 | – | 103,336 | +100.0% | 2.33% | – |
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $1,415,000 | – | 43,112 | +100.0% | 0.82% | – |
| SPTL | New | SPDR SERIES TRUSTportfolio ln tsr | $1,069,000 | – | 30,451 | +100.0% | 0.62% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $876,000 | – | 22,285 | +100.0% | 0.51% | – |
| MSFT | New | MICROSOFT CORP | $261,000 | – | 2,859 | +100.0% | 0.15% | – |
| SPLB | New | SPDR SERIES TRUSTportfolio ln cor | $228,000 | – | 8,345 | +100.0% | 0.13% | – |
| SLYV | New | SPDR SERIES TRUSTs&p 600 smcp val | $207,000 | – | 1,680 | +100.0% | 0.12% | – |
| BWX | New | SPDR SERIES TRUSTblomberg intl tr | $208,000 | – | 7,059 | +100.0% | 0.12% | – |
| SPAB | New | SPDR SERIES TRUSTportfolio agrgte | $208,000 | – | 7,374 | +100.0% | 0.12% | – |
| AAPL | New | APPLE INC | $198,000 | – | 1,178 | +100.0% | 0.12% | – |
| AOM | New | ISHARES TRmodert alloc etf | $190,000 | – | 5,042 | +100.0% | 0.11% | – |
| PEP | New | PEPSICO INC | $183,000 | – | 1,674 | +100.0% | 0.11% | – |
| GOVT | New | ISHARES TRus treas bd etf | $180,000 | – | 7,284 | +100.0% | 0.10% | – |
| NNN | New | NATIONAL RETAIL PPTYS INC | $175,000 | – | 4,457 | +100.0% | 0.10% | – |
| IUSB | New | ISHARES TRcore total usd | $174,000 | – | 3,476 | +100.0% | 0.10% | – |
| GLD | New | SPDR GOLD TRUST | $172,000 | – | 1,371 | +100.0% | 0.10% | – |
| IP | New | INTL PAPER CO | $171,000 | – | 3,195 | +100.0% | 0.10% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $171,000 | – | 1,130 | +100.0% | 0.10% | – |
| WFHY | New | WISDOMTREE TRfndmtl hgh yld | $169,000 | – | 3,421 | +100.0% | 0.10% | – |
| JPUS | New | JP MORGAN EXCHANGE TRADED FDjpmorgan diver | $168,000 | – | 2,414 | +100.0% | 0.10% | – |
| KMB | New | KIMBERLY CLARK CORP | $166,000 | – | 1,506 | +100.0% | 0.10% | – |
| ED | New | CONSOLIDATED EDISON INC | $164,000 | – | 2,100 | +100.0% | 0.10% | – |
| DIS | New | DISNEY WALT CO | $163,000 | – | 1,626 | +100.0% | 0.10% | – |
| TPR | New | TAPESTRY INC | $160,000 | – | 3,045 | +100.0% | 0.09% | – |
| BLL | New | BALL CORP | $156,000 | – | 3,926 | +100.0% | 0.09% | – |
| RYT | New | RYDEX ETF TRUSTgug s&p500eqwtte | $156,000 | – | 1,031 | +100.0% | 0.09% | – |
| IGOV | New | ISHARES TRintl trea bd etf | $155,000 | – | 3,008 | +100.0% | 0.09% | – |
| RYF | New | RYDEX ETF TRUSTgug s&p500eqwtfi | $153,000 | – | 3,493 | +100.0% | 0.09% | – |
| RGI | New | RYDEX ETF TRUSTgug s&p500 eq wt | $153,000 | – | 1,283 | +100.0% | 0.09% | – |
| KSS | New | KOHLS CORP | $149,000 | – | 2,269 | +100.0% | 0.09% | – |
| JNJ | New | JOHNSON & JOHNSON | $150,000 | – | 1,168 | +100.0% | 0.09% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $146,000 | – | 1,765 | +100.0% | 0.08% | – |
| KO | New | COCA COLA CO | $146,000 | – | 3,356 | +100.0% | 0.08% | – |
| AEE | New | AMEREN CORP | $135,000 | – | 2,391 | +100.0% | 0.08% | – |
| CME | New | CME GROUP INC | $130,000 | – | 801 | +100.0% | 0.08% | – |
| IGLB | New | ISHARES TR10+ yr cr bd etf | $130,000 | – | 2,155 | +100.0% | 0.08% | – |
| AFL | New | AFLAC INC | $126,000 | – | 2,886 | +100.0% | 0.07% | – |
| WFC | New | WELLS FARGO CO NEW | $126,000 | – | 2,412 | +100.0% | 0.07% | – |
| INTC | New | INTEL CORP | $121,000 | – | 2,326 | +100.0% | 0.07% | – |
| HYLD | New | ADVISORSHARES TRperitus hg yld | $122,000 | – | 3,320 | +100.0% | 0.07% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $121,000 | – | 1,390 | +100.0% | 0.07% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $121,000 | – | 7,853 | +100.0% | 0.07% | – |
| PNW | New | PINNACLE WEST CAP CORP | $120,000 | – | 1,510 | +100.0% | 0.07% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $118,000 | – | 592 | +100.0% | 0.07% | – |
| OGS | New | ONE GAS INC | $116,000 | – | 1,756 | +100.0% | 0.07% | – |
| ADRD | New | BLDRS INDEX FDS TRdev mk 100 adr | $116,000 | – | 5,088 | +100.0% | 0.07% | – |
| CSCO | New | CISCO SYS INC | $115,000 | – | 2,687 | +100.0% | 0.07% | – |
| ACN | New | ACCENTURE PLC IRELAND | $113,000 | – | 738 | +100.0% | 0.07% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $111,000 | – | 1,412 | +100.0% | 0.06% | – |
| MTUM | New | ISHARES TRusa momentum fct | $112,000 | – | 1,058 | +100.0% | 0.06% | – |
| SPYG | New | SPDR SERIES TRUSTprtflo s&p500 gw | $109,000 | – | 3,243 | +100.0% | 0.06% | – |
| RY | New | ROYAL BK CDA MONTREAL QUE | $109,000 | – | 1,415 | +100.0% | 0.06% | – |
| BGCP | New | BGC PARTNERS INCcl a | $106,000 | – | 7,875 | +100.0% | 0.06% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $104,000 | – | 3,043 | +100.0% | 0.06% | – |
| SUI | New | SUN CMNTYS INC | $104,000 | – | 1,143 | +100.0% | 0.06% | – |
| AOS | New | SMITH A O | $105,000 | – | 1,650 | +100.0% | 0.06% | – |
| RHP | New | RYMAN HOSPITALITY PPTYS INC | $102,000 | – | 1,313 | +100.0% | 0.06% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $102,000 | – | 387 | +100.0% | 0.06% | – |
| OGE | New | OGE ENERGY CORP | $99,000 | – | 3,027 | +100.0% | 0.06% | – |
| BSCQ | New | CLAYMORE EXCHANGE TRD FD TRguggenhem 2026 | $98,000 | – | 5,174 | +100.0% | 0.06% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $97,000 | – | 2,094 | +100.0% | 0.06% | – |
| SCIU | New | GLOBAL X FDSscien beta us | $96,000 | – | 3,105 | +100.0% | 0.06% | – |
| IMCB | New | ISHARES TRmrgstr md cp etf | $96,000 | – | 528 | +100.0% | 0.06% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $95,000 | – | 609 | +100.0% | 0.06% | – |
| BSCP | New | CLAYMORE EXCHANGE TRD FD TRgugenhim 2025 | $94,000 | – | 4,676 | +100.0% | 0.06% | – |
| FITB | New | FIFTH THIRD BANCORP | $95,000 | – | 3,000 | +100.0% | 0.06% | – |
| SPYV | New | SPDR SERIES TRUSTprtflo s&p500 vl | $93,000 | – | 3,170 | +100.0% | 0.05% | – |
| RAVI | New | FLEXSHARES TRready acc vari | $92,000 | – | 1,220 | +100.0% | 0.05% | – |
| SLYG | New | SPDR SERIES TRUSTs&p 600 smcp grw | $89,000 | – | 384 | +100.0% | 0.05% | – |
| BICK | New | FIRST TR BICK INDEX FD | $87,000 | – | 2,804 | +100.0% | 0.05% | – |
| EMHY | New | ISHARES INCem hghyl bd etf | $85,000 | – | 1,736 | +100.0% | 0.05% | – |
| BSCN | New | CLAYMORE EXCHANGE TRD FD TR2023 corp bond | $84,000 | – | 4,115 | +100.0% | 0.05% | – |
| FNI | New | FIRST TR EXCHANGE TRADED FDchindia etf | $81,000 | – | 2,062 | +100.0% | 0.05% | – |
| FGM | New | FIRST TR EXCH TRD ALPHA FD Igermany alpha | $80,000 | – | 1,609 | +100.0% | 0.05% | – |
| FSZ | New | FIRST TR EXCH TRD ALPHA FD Iswitzlnd alpha | $80,000 | – | 1,525 | +100.0% | 0.05% | – |
| ORCL | New | ORACLE CORP | $81,000 | – | 1,760 | +100.0% | 0.05% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GROUP | $79,000 | – | 1,563 | +100.0% | 0.05% | – |
| BSCM | New | CLAYMORE EXCHANGE TRD FD TRgugg bulsh 2022 | $79,000 | – | 3,796 | +100.0% | 0.05% | – |
| DRI | New | DARDEN RESTAURANTS INC | $78,000 | – | 914 | +100.0% | 0.04% | – |
| SO | New | SOUTHERN CO | $78,000 | – | 1,741 | +100.0% | 0.04% | – |
| PACW | New | PACWEST BANCORP DEL | $78,000 | – | 1,575 | +100.0% | 0.04% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $75,000 | – | 1,196 | +100.0% | 0.04% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $75,000 | – | 1,450 | +100.0% | 0.04% | – |
| FDT | New | FIRST TR EXCH TRD ALPHA FD Idev mrk ex us | $75,000 | – | 1,199 | +100.0% | 0.04% | – |
| HP | New | HELMERICH & PAYNE INC | $74,000 | – | 1,115 | +100.0% | 0.04% | – |
| IYM | New | ISHARES TRu.s. bas mtl etf | $72,000 | – | 751 | +100.0% | 0.04% | – |
| SJI | New | SOUTH JERSEY INDS INC | $71,000 | – | 2,515 | +100.0% | 0.04% | – |
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $69,000 | – | 752 | +100.0% | 0.04% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $69,000 | – | 824 | +100.0% | 0.04% | – |
| BIV | New | VANGUARD BD INDEX FD INCintermed term | $67,000 | – | 817 | +100.0% | 0.04% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $65,000 | – | 426 | +100.0% | 0.04% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $63,000 | – | 1,041 | +100.0% | 0.04% | – |
| ICF | New | ISHARES TRcohen steer reit | $64,000 | – | 685 | +100.0% | 0.04% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $64,000 | – | 5,060 | +100.0% | 0.04% | – |
| CSX | New | CSX CORP | $63,000 | – | 1,125 | +100.0% | 0.04% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $64,000 | – | 1,345 | +100.0% | 0.04% | – |
| ECL | New | ECOLAB INC | $62,000 | – | 450 | +100.0% | 0.04% | – |
| SPLG | New | SPDR SERIES TRUSTportfolio lr etf | $61,000 | – | 1,965 | +100.0% | 0.04% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $61,000 | – | 562 | +100.0% | 0.04% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $60,000 | – | 914 | +100.0% | 0.04% | – |
| SPTI | New | SPDR SERIES TRUSTblmbrg brc intrm | $60,000 | – | 1,024 | +100.0% | 0.04% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $60,000 | – | 1,027 | +100.0% | 0.04% | – |
| IEUR | New | ISHARES TRcore msci euro | $58,000 | – | 1,158 | +100.0% | 0.03% | – |
| GIS | New | GENERAL MLS INC | $58,000 | – | 1,280 | +100.0% | 0.03% | – |
| PX | New | PRAXAIR INC | $59,000 | – | 408 | +100.0% | 0.03% | – |
| AEP | New | AMERICAN ELEC PWR INC | $57,000 | – | 824 | +100.0% | 0.03% | – |
| AOA | New | ISHARES TRaggres alloc etf | $57,000 | – | 1,073 | +100.0% | 0.03% | – |
| GEO | New | GEO GROUP INC NEW | $53,000 | – | 2,572 | +100.0% | 0.03% | – |
| PEI | New | PENNSYLVANIA RL ESTATE INVTsh ben int | $53,000 | – | 5,500 | +100.0% | 0.03% | – |
| AMID | New | AMERICAN MIDSTREAM PARTNERS | $53,000 | – | 4,950 | +100.0% | 0.03% | – |
| TRV | New | TRAVELERS COMPANIES INC | $54,000 | – | 391 | +100.0% | 0.03% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $52,000 | – | 303 | +100.0% | 0.03% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $52,000 | – | 149 | +100.0% | 0.03% | – |
| MMM | New | 3M CO | $51,000 | – | 233 | +100.0% | 0.03% | – |
| TXN | New | TEXAS INSTRS INC | $50,000 | – | 478 | +100.0% | 0.03% | – |
| NKE | New | NIKE INCcl b | $49,000 | – | 730 | +100.0% | 0.03% | – |
| XAR | New | SPDR SERIES TRUSTaerospace def | $49,000 | – | 567 | +100.0% | 0.03% | – |
| CDK | New | CDK GLOBAL INC | $50,000 | – | 786 | +100.0% | 0.03% | – |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $49,000 | – | 532 | +100.0% | 0.03% | – |
| MON | New | MONSANTO CO NEW | $49,000 | – | 417 | +100.0% | 0.03% | – |
| TDTF | New | FLEXSHARES TRiboxx 5yr trgt | $48,000 | – | 1,948 | +100.0% | 0.03% | – |
| EOG | New | EOG RES INC | $46,000 | – | 439 | +100.0% | 0.03% | – |
| WOOD | New | ISHARES TRgl timb fore etf | $47,000 | – | 595 | +100.0% | 0.03% | – |
| USIG | New | ISHARES TRus cr bd etf | $46,000 | – | 423 | +100.0% | 0.03% | – |
| HEES | New | H & E EQUIPMENT SERVICES INC | $47,000 | – | 1,224 | +100.0% | 0.03% | – |
| AON | New | AON PLC | $46,000 | – | 325 | +100.0% | 0.03% | – |
| HON | New | HONEYWELL INTL INC | $46,000 | – | 320 | +100.0% | 0.03% | – |
| SHV | New | ISHARES TRshort treas bd | $47,000 | – | 423 | +100.0% | 0.03% | – |
| DWDP | New | DOWDUPONT INC | $46,000 | – | 724 | +100.0% | 0.03% | – |
| SYK | New | STRYKER CORP | $46,000 | – | 288 | +100.0% | 0.03% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $44,000 | – | 1,624 | +100.0% | 0.03% | – |
| XSLV | New | POWERSHARES ETF TR IIs&p600 lovl pt | $45,000 | – | 1,010 | +100.0% | 0.03% | – |
| PFIG | New | POWERSHARES ETF TR IIfnd inv gr cp | $44,000 | – | 1,774 | +100.0% | 0.03% | – |
| GNMA | New | ISHARES TRgnma bond etf | $44,000 | – | 899 | +100.0% | 0.03% | – |
| IPAC | New | ISHARES TRcore msci pac | $45,000 | – | 756 | +100.0% | 0.03% | – |
| MDYG | New | SPDR SERIES TRUSTs&p 400 mdcp grw | $45,000 | – | 285 | +100.0% | 0.03% | – |
| MKC | New | MCCORMICK & CO INC | $43,000 | – | 405 | +100.0% | 0.02% | – |
| IWB | New | ISHARES TRrus 1000 etf | $43,000 | – | 290 | +100.0% | 0.02% | – |
| BKLN | New | POWERSHARES ETF TRUST IIsenior ln port | $41,000 | – | 1,782 | +100.0% | 0.02% | – |
| TGH | New | TEXTAINER GROUP HOLDINGS LTD | $41,000 | – | 2,395 | +100.0% | 0.02% | – |
| BSBR | New | BANCO SANTANDER BRASIL S Aads rep 1 unit | $41,000 | – | 3,440 | +100.0% | 0.02% | – |
| SPMO | New | POWERSHARES ETF TRUST IIs&p500 mometum | $41,000 | – | 1,172 | +100.0% | 0.02% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $42,000 | – | 840 | +100.0% | 0.02% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $41,000 | – | 524 | +100.0% | 0.02% | – |
| IQDF | New | FLEXSHARES TRintl qltdv idx | $42,000 | – | 1,585 | +100.0% | 0.02% | – |
| WMT | New | WALMART INC | $42,000 | – | 475 | +100.0% | 0.02% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $40,000 | – | 1,025 | +100.0% | 0.02% | – |
| CORR | New | CORENERGY INFRASTRUCTURE TR | $39,000 | – | 1,050 | +100.0% | 0.02% | – |
| BDX | New | BECTON DICKINSON & CO | $39,000 | – | 179 | +100.0% | 0.02% | – |
| IPFF | New | ISHARES TRintl pfd stk etf | $38,000 | – | 2,108 | +100.0% | 0.02% | – |
| APD | New | AIR PRODS & CHEMS INC | $37,000 | – | 232 | +100.0% | 0.02% | – |
| IGF | New | ISHARES TRglb infrastr etf | $38,000 | – | 896 | +100.0% | 0.02% | – |
| JPEM | New | JP MORGAN EXCHANGE TRADED FDdiv rtn em eqt | $38,000 | – | 628 | +100.0% | 0.02% | – |
| APTS | New | PREFERRED APT CMNTYS INC | $38,000 | – | 2,700 | +100.0% | 0.02% | – |
| IYF | New | ISHARES TRu.s. finls etf | $38,000 | – | 323 | +100.0% | 0.02% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $36,000 | – | 729 | +100.0% | 0.02% | – |
| COP | New | CONOCOPHILLIPS | $36,000 | – | 610 | +100.0% | 0.02% | – |
| TWX | New | TIME WARNER INC | $35,000 | – | 375 | +100.0% | 0.02% | – |
| QCOM | New | QUALCOMM INC | $35,000 | – | 627 | +100.0% | 0.02% | – |
| CMS | New | CMS ENERGY CORP | $33,000 | – | 724 | +100.0% | 0.02% | – |
| ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $32,000 | – | 1,085 | +100.0% | 0.02% | – |
| GXC | New | SPDR INDEX SHS FDSs&p china etf | $32,000 | – | 288 | +100.0% | 0.02% | – |
| ITM | New | VANECK VECTORS ETF TRamt free int etf | $31,000 | – | 1,300 | +100.0% | 0.02% | – |
| EMR | New | EMERSON ELEC CO | $29,000 | – | 421 | +100.0% | 0.02% | – |
| ONEY | New | SPDR SER TRrussell yield | $30,000 | – | 440 | +100.0% | 0.02% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $29,000 | – | 697 | +100.0% | 0.02% | – |
| MAIN | New | MAIN STREET CAPITAL CORP | $29,000 | – | 783 | +100.0% | 0.02% | – |
| SPIB | New | SPDR SERIES TRUSTportfolio intrmd | $30,000 | – | 892 | +100.0% | 0.02% | – |
| AMZN | New | AMAZON COM INC | $30,000 | – | 21 | +100.0% | 0.02% | – |
| BGC | New | GENERAL CABLE CORP DEL NEW | $29,000 | – | 980 | +100.0% | 0.02% | – |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $29,000 | – | 385 | +100.0% | 0.02% | – |
| SPHY | New | SPDR SER TRice bofaml etf | $30,000 | – | 1,179 | +100.0% | 0.02% | – |
| WSBC | New | WESBANCO INC | $29,000 | – | 692 | +100.0% | 0.02% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $29,000 | – | 450 | +100.0% | 0.02% | – |
| TDC | New | TERADATA CORP DEL | $28,000 | – | 704 | +100.0% | 0.02% | – |
| KBE | New | SPDR SERIES TRUSTs&p bk etf | $28,000 | – | 577 | +100.0% | 0.02% | – |
| SBUX | New | STARBUCKS CORP | $27,000 | – | 472 | +100.0% | 0.02% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $28,000 | – | 327 | +100.0% | 0.02% | – |
| USB | New | US BANCORP DEL | $27,000 | – | 534 | +100.0% | 0.02% | – |
| IAGG | New | ISHARES TRcore intl aggr | $28,000 | – | 525 | +100.0% | 0.02% | – |
| LB | New | L BRANDS INC | $28,000 | – | 729 | +100.0% | 0.02% | – |
| EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $27,000 | – | 509 | +100.0% | 0.02% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $25,000 | – | 195 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO | $25,000 | – | 160 | +100.0% | 0.02% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $26,000 | – | 243 | +100.0% | 0.02% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $26,000 | – | 2,759 | +100.0% | 0.02% | – |
| COL | New | ROCKWELL COLLINS INC | $24,000 | – | 178 | +100.0% | 0.01% | – |
| ADRE | New | BLDRS INDEX FDS TRemer mk 50 adr | $24,000 | – | 543 | +100.0% | 0.01% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $24,000 | – | 748 | +100.0% | 0.01% | – |
| MORT | New | VANECK VECTORS ETF TR | $24,000 | – | 1,050 | +100.0% | 0.01% | – |
| FLO | New | FLOWERS FOODS INC | $22,000 | – | 1,021 | +100.0% | 0.01% | – |
| RWR | New | SPDR SERIES TRUSTdj reit etf | $22,000 | – | 256 | +100.0% | 0.01% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $23,000 | – | 400 | +100.0% | 0.01% | – |
| KR | New | KROGER CO | $23,000 | – | 950 | +100.0% | 0.01% | – |
| GPC | New | GENUINE PARTS CO | $22,000 | – | 250 | +100.0% | 0.01% | – |
| GRA | New | GRACE W R & CO DEL NEW | $23,000 | – | 375 | +100.0% | 0.01% | – |
| PSX | New | PHILLIPS 66 | $23,000 | – | 238 | +100.0% | 0.01% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $23,000 | – | 180 | +100.0% | 0.01% | – |
| VMC | New | VULCAN MATLS CO | $23,000 | – | 200 | +100.0% | 0.01% | – |
| BNS | New | BANK N S HALIFAX | $23,000 | – | 375 | +100.0% | 0.01% | – |
| C | New | CITIGROUP INC | $23,000 | – | 342 | +100.0% | 0.01% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $21,000 | – | 182 | +100.0% | 0.01% | – |
| LGIH | New | LGI HOMES INC | $20,000 | – | 278 | +100.0% | 0.01% | – |
| REET | New | ISHARES TRglobal reit etf | $20,000 | – | 833 | +100.0% | 0.01% | – |
| NLY | New | ANNALY CAP MGMT INC | $21,000 | – | 2,000 | +100.0% | 0.01% | – |
| EPI | New | WISDOMTREE TRindia erngs fd | $20,000 | – | 744 | +100.0% | 0.01% | – |
| SUN | New | SUNOCO LP | $20,000 | – | 800 | +100.0% | 0.01% | – |
| PBA | New | PEMBINA PIPELINE CORP | $21,000 | – | 686 | +100.0% | 0.01% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $20,000 | – | 140 | +100.0% | 0.01% | – |
| SHOP | New | SHOPIFY INCcl a | $21,000 | – | 165 | +100.0% | 0.01% | – |
| SCG | New | SCANA CORP NEW | $21,000 | – | 561 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $19,000 | – | 133 | +100.0% | 0.01% | – |
| SPMD | New | SPDR SERIES TRUSTportfolio md etf | $19,000 | – | 572 | +100.0% | 0.01% | – |
| PPL | New | PPL CORP | $19,000 | – | 680 | +100.0% | 0.01% | – |
| SCI | New | SERVICE CORP INTL | $19,000 | – | 512 | +100.0% | 0.01% | – |
| ACCO | New | ACCO BRANDS CORP | $18,000 | – | 1,457 | +100.0% | 0.01% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $17,000 | – | 16 | +100.0% | 0.01% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $17,000 | – | 165 | +100.0% | 0.01% | – |
| O | New | REALTY INCOME CORP | $18,000 | – | 340 | +100.0% | 0.01% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $18,000 | – | 275 | +100.0% | 0.01% | – |
| SYE | New | SSGA ACTIVE ETF TRmfs sys cor eq | $17,000 | – | 235 | +100.0% | 0.01% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $17,000 | – | 252 | +100.0% | 0.01% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $17,000 | – | 80 | +100.0% | 0.01% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $15,000 | – | 83 | +100.0% | 0.01% | – |
| ESRX | New | EXPRESS SCRIPTS HLDG CO | $15,000 | – | 210 | +100.0% | 0.01% | – |
| AOK | New | ISHARES TRconser alloc etf | $15,000 | – | 433 | +100.0% | 0.01% | – |
| DON | New | WISDOMTREE TRus midcap divid | $15,000 | – | 435 | +100.0% | 0.01% | – |
| ESG | New | FLEXSHARES TRstox esg index | $16,000 | – | 263 | +100.0% | 0.01% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $15,000 | – | 168 | +100.0% | 0.01% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $15,000 | – | 310 | +100.0% | 0.01% | – |
| VXUS | New | VANGUARD STAR FDvg tl intl stk f | $16,000 | – | 286 | +100.0% | 0.01% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $15,000 | – | 183 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INC | $15,000 | – | 159 | +100.0% | 0.01% | – |
| IYLD | New | ISHARES TRmrngstr inc etf | $15,000 | – | 593 | +100.0% | 0.01% | – |
| GQRE | New | FLEXSHARES TRglb qlt r/e idx | $14,000 | – | 230 | +100.0% | 0.01% | – |
| ABT | New | ABBOTT LABS | $13,000 | – | 215 | +100.0% | 0.01% | – |
| MRO | New | MARATHON OIL CORP | $13,000 | – | 800 | +100.0% | 0.01% | – |
| CPRT | New | COPART INC | $13,000 | – | 265 | +100.0% | 0.01% | – |
| NFRA | New | FLEXSHARES TRstoxx globr inf | $13,000 | – | 272 | +100.0% | 0.01% | – |
| PRU | New | PRUDENTIAL FINL INC | $14,000 | – | 136 | +100.0% | 0.01% | – |
| PXD | New | PIONEER NAT RES CO | $13,000 | – | 75 | +100.0% | 0.01% | – |
| SPIP | New | SPDR SERIES TRUSTblombrg brc tips | $12,000 | – | 209 | +100.0% | 0.01% | – |
| EWO | New | ISHARES INCmsci austria etf | $12,000 | – | 463 | +100.0% | 0.01% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $12,000 | – | 334 | +100.0% | 0.01% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $12,000 | – | 279 | +100.0% | 0.01% | – |
| BLV | New | VANGUARD BD INDEX FD INClong term bond | $12,000 | – | 127 | +100.0% | 0.01% | – |
| ILCB | New | ISHARES TRmrngstr lg-cp et | $10,000 | – | 68 | +100.0% | 0.01% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $10,000 | – | 10 | +100.0% | 0.01% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $11,000 | – | 314 | +100.0% | 0.01% | – |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $10,000 | – | 300 | +100.0% | 0.01% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $10,000 | – | 195 | +100.0% | 0.01% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $10,000 | – | 56 | +100.0% | 0.01% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $10,000 | – | 172 | +100.0% | 0.01% | – |
| HD | New | HOME DEPOT INC | $11,000 | – | 63 | +100.0% | 0.01% | – |
| DUK | New | DUKE ENERGY CORP NEW | $10,000 | – | 130 | +100.0% | 0.01% | – |
| EPOL | New | ISHARES TRmsci poland etf | $10,000 | – | 403 | +100.0% | 0.01% | – |
| FMB | New | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $10,000 | – | 182 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $10,000 | – | 920 | +100.0% | 0.01% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $10,000 | – | 355 | +100.0% | 0.01% | – |
| VNM | New | VANECK VECTORS ETF TRvietnam etf | $10,000 | – | 500 | +100.0% | 0.01% | – |
| TFI | New | SPDR SER TRnuveen brc munic | $10,000 | – | 210 | +100.0% | 0.01% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $11,000 | – | 107 | +100.0% | 0.01% | – |
| SJM | New | SMUCKER J M CO | $8,000 | – | 67 | +100.0% | 0.01% | – |
| HCRSQ | New | HI-CRUSH PARTNERS LP | $9,000 | – | 880 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC | $9,000 | – | 16 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORP DEL | $9,000 | – | 92 | +100.0% | 0.01% | – |
| MS | New | MORGAN STANLEY | $8,000 | – | 141 | +100.0% | 0.01% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $9,000 | – | 275 | +100.0% | 0.01% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $8,000 | – | 94 | +100.0% | 0.01% | – |
| TUR | New | ISHARES INCmsci turkey etf | $8,000 | – | 178 | +100.0% | 0.01% | – |
| GLW | New | CORNING INC | $8,000 | – | 303 | +100.0% | 0.01% | – |
| ENB | New | ENBRIDGE INC | $8,000 | – | 264 | +100.0% | 0.01% | – |
| MFC | New | MANULIFE FINL CORP | $9,000 | – | 494 | +100.0% | 0.01% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $8,000 | – | 63 | +100.0% | 0.01% | – |
| EXC | New | EXELON CORP | $8,000 | – | 200 | +100.0% | 0.01% | – |
| BBT | New | BB&T CORP | $8,000 | – | 146 | +100.0% | 0.01% | – |
| LKQ | New | LKQ CORP | $9,000 | – | 230 | +100.0% | 0.01% | – |
| OXY | New | OCCIDENTAL PETE CORP DEL | $7,000 | – | 103 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HLDGS INC | $7,000 | – | 1,143 | +100.0% | 0.00% | – |
| DHT | New | DHT HOLDINGS INC | $7,000 | – | 2,000 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORP | $7,000 | – | 74 | +100.0% | 0.00% | – |
| HSIC | New | SCHEIN HENRY INC | $7,000 | – | 99 | +100.0% | 0.00% | – |
| TROW | New | PRICE T ROWE GROUP INC | $7,000 | – | 62 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $7,000 | – | 60 | +100.0% | 0.00% | – |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $7,000 | – | 273 | +100.0% | 0.00% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $7,000 | – | 136 | +100.0% | 0.00% | – |
| EQT | New | EQT CORP | $5,000 | – | 100 | +100.0% | 0.00% | – |
| IPKW | New | POWERSHARES ETF TR IIpwrs int buybk | $5,000 | – | 126 | +100.0% | 0.00% | – |
| COST | New | COSTCO WHSL CORP NEW | $5,000 | – | 27 | +100.0% | 0.00% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $6,000 | – | 88 | +100.0% | 0.00% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $5,000 | – | 35 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ CO | $6,000 | – | 91 | +100.0% | 0.00% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $5,000 | – | 79 | +100.0% | 0.00% | – |
| CELG | New | CELGENE CORP | $5,000 | – | 58 | +100.0% | 0.00% | – |
| VVC | New | VECTREN CORP | $6,000 | – | 100 | +100.0% | 0.00% | – |
| EFV | New | ISHARES TReafe value etf | $6,000 | – | 115 | +100.0% | 0.00% | – |
| BAX | New | BAXTER INTL INC | $5,000 | – | 70 | +100.0% | 0.00% | – |
| V | New | VISA INC | $5,000 | – | 43 | +100.0% | 0.00% | – |
| JJCTF | New | BARCLAYS BK PLCetn djubs copr37 | $6,000 | – | 190 | +100.0% | 0.00% | – |
| ADBE | New | ADOBE SYS INC | $6,000 | – | 29 | +100.0% | 0.00% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $6,000 | – | 37 | +100.0% | 0.00% | – |
| BKF | New | ISHARES INCmsci bric indx | $5,000 | – | 108 | +100.0% | 0.00% | – |
| LEMB | New | ISHARES INCjp morgan em etf | $5,000 | – | 102 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $5,000 | – | 75 | +100.0% | 0.00% | – |
| HII | New | HUNTINGTON INGALLS INDS INC | $6,000 | – | 24 | +100.0% | 0.00% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $5,000 | – | 104 | +100.0% | 0.00% | – |
| RHT | New | RED HAT INC | $5,000 | – | 33 | +100.0% | 0.00% | – |
| PKB | New | POWERSHARES ETF TRUSTdyn bldg cnstr | $6,000 | – | 194 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $5,000 | – | 102 | +100.0% | 0.00% | – |
| TLTE | New | FLEXSHARES TRmstar emkt fac | $5,000 | – | 90 | +100.0% | 0.00% | – |
| TM | New | TOYOTA MOTOR CORP | $6,000 | – | 49 | +100.0% | 0.00% | – |
| MCK | New | MCKESSON CORP | $5,000 | – | 38 | +100.0% | 0.00% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $6,000 | – | 55 | +100.0% | 0.00% | – |
| SLX | New | VANECK VECTORS ETF TRsteel etf | $6,000 | – | 138 | +100.0% | 0.00% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $4,000 | – | 28 | +100.0% | 0.00% | – |
| NFLX | New | NETFLIX INC | $3,000 | – | 10 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $4,000 | – | 24 | +100.0% | 0.00% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $3,000 | – | 43 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $3,000 | – | 65 | +100.0% | 0.00% | – |
| XL | New | XL GROUP LTD | $4,000 | – | 80 | +100.0% | 0.00% | – |
| APA | New | APACHE CORP | $3,000 | – | 72 | +100.0% | 0.00% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $3,000 | – | 41 | +100.0% | 0.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $3,000 | – | 29 | +100.0% | 0.00% | – |
| SPSB | New | SPDR SERIES TRUSTportfolio short | $3,000 | – | 92 | +100.0% | 0.00% | – |
| MRK | New | MERCK & CO INC | $4,000 | – | 79 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW | $4,000 | – | 48 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $3,000 | – | 42 | +100.0% | 0.00% | – |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW | $3,000 | – | 11 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINL INC | $3,000 | – | 23 | +100.0% | 0.00% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $3,000 | – | 32 | +100.0% | 0.00% | – |
| FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $3,000 | – | 70 | +100.0% | 0.00% | – |
| FB | New | FACEBOOK INCcl a | $3,000 | – | 19 | +100.0% | 0.00% | – |
| IXUS | New | ISHARES TRcore msci total | $3,000 | – | 50 | +100.0% | 0.00% | – |
| DVMT | New | DELL TECHNOLOGIES INC | $4,000 | – | 48 | +100.0% | 0.00% | – |
| LOW | New | LOWES COS INC | $4,000 | – | 43 | +100.0% | 0.00% | – |
| CINF | New | CINCINNATI FINL CORP | $4,000 | – | 55 | +100.0% | 0.00% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $4,000 | – | 27 | +100.0% | 0.00% | – |
| TWO | New | TWO HBRS INVT CORP | $3,000 | – | 212 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $4,000 | – | 37 | +100.0% | 0.00% | – |
| BAB | New | POWERSHARES ETF TR IItxble mun prtflo | $3,000 | – | 110 | +100.0% | 0.00% | – |
| PAYX | New | PAYCHEX INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| ZION | New | ZIONS BANCORPORATION | $4,000 | – | 82 | +100.0% | 0.00% | – |
| RSG | New | REPUBLIC SVCS INC | $4,000 | – | 61 | +100.0% | 0.00% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $3,000 | – | 102 | +100.0% | 0.00% | – |
| DLR | New | DIGITAL RLTY TR INC | $4,000 | – | 40 | +100.0% | 0.00% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $4,000 | – | 49 | +100.0% | 0.00% | – |
| PCEF | New | POWERSHARES ETF TRUST II | $1,000 | – | 33 | +100.0% | 0.00% | – |
| SPHD | New | POWERSHARES ETF TR II | $2,000 | – | 47 | +100.0% | 0.00% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $1,000 | – | 13 | +100.0% | 0.00% | – |
| NCR | New | NCR CORP NEW | $1,000 | – | 38 | +100.0% | 0.00% | – |
| RELX | New | RELX PLCsponsored adr | $1,000 | – | 60 | +100.0% | 0.00% | – |
| RENX | New | RELX NVsponsored adr | $1,000 | – | 46 | +100.0% | 0.00% | – |
| MKTX | New | MARKETAXESS HLDGS INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
| LUK | New | LEUCADIA NATL CORP | $1,000 | – | 60 | +100.0% | 0.00% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $2,000 | – | 16 | +100.0% | 0.00% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $2,000 | – | 20 | +100.0% | 0.00% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $2,000 | – | 42 | +100.0% | 0.00% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $1,000 | – | 23 | +100.0% | 0.00% | – |
| HYXU | New | ISHARES INCintl high yield | $2,000 | – | 43 | +100.0% | 0.00% | – |
| XHB | New | SPDR SERIES TRUSTs&p homebuild | $1,000 | – | 25 | +100.0% | 0.00% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,000 | – | 3 | +100.0% | 0.00% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM LTD | $2,000 | – | 10 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $2,000 | – | 100 | +100.0% | 0.00% | – |
| SRE | New | SEMPRA ENERGY | $1,000 | – | 11 | +100.0% | 0.00% | – |
| SHPG | New | SHIRE PLCsponsored adr | $1,000 | – | 10 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $2,000 | – | 22 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| GPMT | New | GRANITE PT MTG TR INC | $1,000 | – | 57 | +100.0% | 0.00% | – |
| GSLC | New | GOLDMAN SACHS ETF TRequity etf | $2,000 | – | 37 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $1,000 | – | 29 | +100.0% | 0.00% | – |
| FTV | New | FORTIVE CORP | $2,000 | – | 25 | +100.0% | 0.00% | – |
| AMTD | New | TD AMERITRADE HLDG CORP | $2,000 | – | 27 | +100.0% | 0.00% | – |
| TRXC | New | TRANSENTERIX INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| EFX | New | EQUIFAX INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ENR | New | ENERGIZER HLDGS INC NEW | $2,000 | – | 33 | +100.0% | 0.00% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP NEW | $2,000 | – | 17 | +100.0% | 0.00% | – |
| EPC | New | EDGEWELL PERS CARE CO | $2,000 | – | 33 | +100.0% | 0.00% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $1,000 | – | 7 | +100.0% | 0.00% | – |
| VWOB | New | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $1,000 | – | 8 | +100.0% | 0.00% | – |
| DNP | New | DNP SELECT INCOME FD | $1,000 | – | 100 | +100.0% | 0.00% | – |
| TCS | New | CONTAINER STORE GROUP INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
| CTAS | New | CINTAS CORP | $2,000 | – | 11 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC DEL | $2,000 | – | 11 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $1,000 | – | 19 | +100.0% | 0.00% | – |
| CNO | New | CNO FINL GROUP INC | $1,000 | – | 63 | +100.0% | 0.00% | – |
| CDW | New | CDW CORP | $1,000 | – | 19 | +100.0% | 0.00% | – |
| BKNG | New | BOOKING HLDGS INC | $2,000 | – | 1 | +100.0% | 0.00% | – |
| MT | New | ARCELORMITTAL SA LUXEMBOURGny registry sh | $1,000 | – | 33 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COS INC DEL | $1,000 | – | 58 | +100.0% | 0.00% | – |
| YUM | New | YUM BRANDS INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| AET | New | AETNA INC NEW | $2,000 | – | 9 | +100.0% | 0.00% | – |
| MDT | New | MEDTRONIC PLC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| DBP | New | POWERSHS DB MULTI SECT COMMdb prec mtls | $2,000 | – | 48 | +100.0% | 0.00% | – |
| PRF | New | POWERSHARES ETF TRUSTftse rafi 1000 | $1,000 | – | 12 | +100.0% | 0.00% | – |
| DBC | New | POWERSHARES DB CMDTY IDX TRAunit ben int | $1,000 | – | 30 | +100.0% | 0.00% | – |
| DVAX | New | DYNAVAX TECHNOLOGIES CORP | $0 | – | 20 | +100.0% | 0.00% | – |
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $0 | – | 2 | +100.0% | 0.00% | – |
| HYH | New | HALYARD HEALTH INC | $0 | – | 1 | +100.0% | 0.00% | – |
| MFCB | New | MFC BANCORP LTD | $0 | – | 2 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $0 | – | 8 | +100.0% | 0.00% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $0 | – | 0 | +100.0% | 0.00% | – |
| SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $0 | – | 0 | +100.0% | 0.00% | – |
| JWN | New | NORDSTROM INC | $0 | – | 9 | +100.0% | 0.00% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $0 | – | 0 | +100.0% | 0.00% | – |
| MFGP | New | MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | 13 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $0 | – | 7 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORPORATION | $0 | – | 2 | +100.0% | 0.00% | – |
| CSQ | New | CALAMOS STRATEGIC TOTL RETN | $0 | – | 20 | +100.0% | 0.00% | – |
| WRK | New | WESTROCK CO | $0 | – | 2 | +100.0% | 0.00% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $0 | – | 7 | +100.0% | 0.00% | – |
| CRCQQ | New | CALIFORNIA RES CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 30 | Q3 2020 | 10.4% |
| ISHARES TR | 30 | Q3 2020 | 10.4% |
| VANGUARD TAX-MANAGED INTL FD | 30 | Q3 2020 | 10.4% |
| ISHARES TR | 30 | Q3 2020 | 7.0% |
| ISHARES TR | 30 | Q3 2020 | 6.1% |
| ISHARES TR | 30 | Q3 2020 | 12.7% |
| VANGUARD INDEX FDS | 30 | Q3 2020 | 3.6% |
| VANGUARD INDEX FDS | 30 | Q3 2020 | 2.7% |
| ISHARES TR | 30 | Q3 2020 | 5.4% |
| VANGUARD INDEX FDS | 30 | Q3 2020 | 6.1% |
View LifePlan Financial Group, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-10-30 |
| 13F-HR | 2020-07-30 |
| 13F-HR | 2020-04-06 |
| 13F-HR | 2020-01-09 |
| 13F-HR | 2019-10-15 |
| 13F-HR | 2019-07-15 |
| 13F-HR | 2019-04-08 |
| 13F-HR/A | 2019-01-11 |
| 13F-HR | 2019-01-10 |
| 13F-HR | 2018-10-09 |
View LifePlan Financial Group, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.