0001580642-15-003401.txt : 20150811
0001580642-15-003401.hdr.sgml : 20150811
20150811093823
ACCESSION NUMBER: 0001580642-15-003401
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150630
FILED AS OF DATE: 20150811
DATE AS OF CHANGE: 20150811
EFFECTIVENESS DATE: 20150811
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Winch Advisory Services, LLC
CENTRAL INDEX KEY: 0001585822
IRS NUMBER: 391923903
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1213
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16148
FILM NUMBER: 151042680
BUSINESS ADDRESS:
STREET 1: 424 E WISCONSIN AVENUE
CITY: APPLETON
STATE: WI
ZIP: 54911
BUSINESS PHONE: 920-739-8577
MAIL ADDRESS:
STREET 1: 424 E WISCONSIN AVENUE
CITY: APPLETON
STATE: WI
ZIP: 54911
13F-HR
1
primary_doc.xml
13F-HR
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0001585822
XXXXXXXX
06-30-2015
06-30-2015
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Winch Advisory Services, LLC
424 E Wisconsin Avenue
Appleton
WI
54911
13F HOLDINGS REPORT
028-16148
N
Christina V. Winch
CEO
920-739-8577
/s/ Christina V. Winch
Appleton
WI
08-10-2015
0
301
182964
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COM
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ABERDEEN ASIA-PAC PRIME INC COM
COM
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COM
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ETF
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AETNA US HEALTHCARE COM
COM
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AFLAC INC CM
COM
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AGILENT TECHNOLOGIES INC COM
COM
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AIR PRODUCTS AND CHEMICALS INC COM
COM
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COM
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ALCOA INC COM
COM
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Allergan plc
COM
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ALLIANT ENERGY CORP COM
COM
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ETF
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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APPLE INC COM
COM
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ASHLAND INC COM
COM
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COM
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COM
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AVANTAIR INC COM
COM
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BANK MONTREAL QUE COM COM
COM
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BAXTER INTERNATIONAL INC CM
COM
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COM
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BEMIS INC COM
COM
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BERKSHIRE HATHAWAY INC DEL CL B
CL B NEW
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BERKSHIRE HATHAWAY INC DEL CONV CL A COM
CL A
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BOEING CO COM
COM
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BREITBURN ENERGY PARTNERS LP COM
COM
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BRISTOL-MYERS SQUIBB CM
COM
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CABELA'S INC COM
COM
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CANADIAN NATL RAILWAY COMPANY COM
COM
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CATERPILLAR INC COM
COM
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CAVIUM INC COM
COM
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CBS CORP CLASS B NON VOTING
COM
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CEMEX S.A.B. DE C.V. SPONS ADR PART CER
SPON ADR
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CENTERPOINT ENERGY INC COM
COM
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COM
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CHEVRON CORP COM
COM
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COM
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CHIPOTLE MEXICAN GRILL COM
COM
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COM
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CIGNA CORP COM
COM
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CISCO SYSTEMS INC COM
COM
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Citigroup, Inc.
COM
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CLARENT CORP COM
COM
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COM
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Cognizant Technology Solutions Cl A
COM
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COM
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COM
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COM
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DEERE & CO COM
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COM
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COM
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COM
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COM
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eBay, Inc.
COM
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ELI LILLY & CO COM
COM
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ENERPLUS CORP COM
COM
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COM
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ESTEE LAUDER COMPANIES COM CL A
COM
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EXELON CORPORATION COM
COM
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Express Scripts Holding Co
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COM
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FACEBOOK INC COM
COM
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COM
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SPON ADR
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COM
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COM
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COM
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COM
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COM
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COM
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Honeywell International, Inc.
COM
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COM
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S&P 500 ETF
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CORE TOTUSBD ETF
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COM
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MSCI ACWI ETF
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ETF
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ETF
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ETF
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ETF
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ETF
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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LAM RESEARCH CORP COM
COM
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LDK SOLAR CO LTD COM
SPON ADR
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400
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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McKesson Corp.
COM
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COM
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COM
585055106
939
12677
SH
SOLE
0
0
12677
MERCK & CO INC. COM
COM
58933Y105
4035
70885
SH
SOLE
0
0
70885
METLIFE INC COM
COM
59156R108
1
11
SH
SOLE
0
0
11
MICHAEL KORS HOLDINGS COM
COM
G60754101
4
100
SH
SOLE
0
0
100
MICROSOFT CORP COM
COM
594918104
23
512
SH
SOLE
0
0
512
MOTOROLA INC COM
COM
620076307
6
109
SH
SOLE
0
0
109
MV OIL TRUST COM
COM
553859109
3
319
SH
SOLE
0
0
319
NEENAH PAPER INC COM
COM
640079109
5
86
SH
SOLE
0
0
86
NETFLIX.COM INC COM
COM
64110L106
961
1463
SH
SOLE
0
0
1463
NIKE INC CL B
COM
654106103
3343
30946
SH
SOLE
7415
0
23531
NORTHERN OIL AND GAS INC COM
COM
665531109
3
425
SH
SOLE
0
0
425
Northrop Grumman Corp.
COM
666807102
750
4730
SH
SOLE
4730
0
0
NOVAGOLD RESOURCES INC COM
COM
66987E206
13
3740
SH
SOLE
0
0
3740
NOVARTIS AG ADR
COM
66987V109
10
100
SH
SOLE
0
0
100
NUVEEN MUN VALUE FD INC CLOSED END
COM
670928100
39
4020
SH
SOLE
0
0
4020
ONCOSEC MEDICAL INC COM
COM
671040103
0
10
SH
SOLE
0
0
10
Oracle Corp.
COM
68389X105
713
17684
SH
SOLE
15975
0
1709
PACIFIC COAST OIL TRUST UNIT
COM
694103102
2
421
SH
SOLE
0
0
421
PALO ALTO NETWORKS COM
COM
697435105
1064
6092
SH
SOLE
0
0
6092
PENNANT INVESTMENT CORP COM
COM
708062104
5
530
SH
SOLE
0
0
530
PEPSICO INC COM
COM
713448108
35
374
SH
SOLE
0
0
374
PFIZER INC COM
COM
717081103
501
14939
SH
SOLE
0
0
14939
PHILIP MORRIS INTL COM
COM
718172109
17
214
SH
SOLE
0
0
214
PHILLIPS 66 COM
COM
718546104
5
57
SH
SOLE
0
0
57
POWERSHARES BUYBACK ACH
ETF
73935X286
37
761
SH
SOLE
0
0
761
POWERSHARES DB OIL FUND
ETF
73936B507
3
185
SH
SOLE
0
0
185
POWERSHARES PFD PORT
ETF
73936T565
9
617
SH
SOLE
0
0
617
POWERSHARES QQQ
ETF
631100104
293
2740
SH
SOLE
0
0
2740
PRINCIPAL FINANCIAL GROUP COM
COM
74251V102
14
276
SH
SOLE
0
0
276
PROCTER GAMBLE CO COM
COM
742718109
187
2388
SH
SOLE
0
0
2388
PROSPECT CAPITAL CORPORATION COM
COM
74348T102
3
438
SH
SOLE
0
0
438
PRUDENTIAL FINANCIAL INC COM
COM
744320102
8
93
SH
SOLE
0
0
93
Qorvo Inc
COM
74736K101
683
8515
SH
SOLE
8515
0
0
Quanta Services Inc.
COM
74762E102
832
28858
SH
SOLE
26490
0
2368
QUESTAR CORP COM
COM
748356102
2
101
SH
SOLE
0
0
101
Regeneron Pharmaceuticals, Inc.
COM
75886F107
73
144
SH
SOLE
0
0
144
REVANCE THERAPEUTICS INC COM
COM
761330109
6
200
SH
SOLE
0
0
200
ROCK-TENN CO 0.78:1 EXC 7/1/15 583334107
COM
772739207
4
58
SH
SOLE
0
0
58
ROYAL DUTCH SHELL PLC ADR CLASS A
COM
780259206
3
52
SH
SOLE
0
0
52
SALESFORCE.COM INC COM
COM
79466L302
1416
20335
SH
SOLE
9850
0
10485
SANOFI CONTGNT VAL RT
COM
80105N113
0
201
SH
SOLE
0
0
201
SCHLUMBERGER LTD COM
COM
806857108
28
322
SH
SOLE
0
0
322
SELECT SECTOR SPDR TRUST CONSUMER DIS SELECT INDEX
ETF
81369Y407
6171
80691
SH
SOLE
0
0
80691
SELECT SECTOR SPDR TRUST ENERGY SELECT INDEX
ETF
81369Y506
2
31
SH
SOLE
0
0
31
SELECT SECTOR SPDR TRUST HEALTH CARE SELECT INDEX
SBI HEALTH
81369Y209
2911
39136
SH
SOLE
0
0
39136
SELECT SECTOR SPDR TRUST MATERIALS SELECT SEC INDEX
ETF
81369Y100
31
632
SH
SOLE
0
0
632
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT INDEX
SMI TECH
81369Y803
307
7412
SH
SOLE
0
0
7412
SILVER BULLION TRUST COM
COM
082746710
13
1450
SH
SOLE
0
0
1450
SILVER WHEATON CORP COM
COM
828336107
23
1342
SH
SOLE
0
0
1342
SKYWORKS SOLUTIONS INC COM
COM
83088M102
1831
17588
SH
SOLE
6710
0
10878
SMUCKER J M CO COM
COM
832696405
2
16
SH
SOLE
0
0
16
SPDR DOW JONES REIT EFT
ETF
78464A607
30
355
SH
SOLE
0
0
355
SPDR EURO STOXX 50 FUND
ETF
78463X202
3
67
SH
SOLE
0
0
67
SPDR Financial Select Sector
ETF
81369Y605
1168
47920
SH
SOLE
47920
0
0
SPDR GOLD TR GOLD SHS ETF
GOLD ETF
863307104
22
198
SH
SOLE
0
0
198
SPDR S&P 500 ETF Trust
TR UNIT
78462F103
7411
36000
SH
SOLE
33165
0
2835
SPDR S&P REGIONAL BANKING ETF
COM
78464A698
5363
121447
SH
SOLE
28030
0
93417
SPDR SPDR S&P OIL & GAS EXPL & PROD
ETF
78464A730
2
48
SH
SOLE
0
0
48
SPECTRA ENERGY CORP COM
COM
847560109
3
83
SH
SOLE
0
0
83
ST JUDE MED INC COM
COM
790849103
49
665
SH
SOLE
0
0
665
STARBUCKS CORP COM
COM
855244109
1221
22766
SH
SOLE
0
0
22766
STATOIL ASA ADR
SPON ADR
85771P102
12
646
SH
SOLE
0
0
646
SYSCO CORP COM
COM
871829107
7
205
SH
SOLE
0
0
205
TARGET CORP COM
COM
87612E106
45
551
SH
SOLE
0
0
551
TEKLA HEALTHCARE INVESTORS COM
COM
404052102
0
14
SH
SOLE
0
0
14
Teradyne Inc.
COM
880770102
1509
78224
SH
SOLE
33530
0
44694
TESLA MOTORS INC COM
COM
88160R101
13
48
SH
SOLE
0
0
48
THE BLACKSTONE GROUP LP COM
COM
09253U108
4
106
SH
SOLE
0
0
106
THE HERSHEY COMPANY COM
COM
427866108
18
204
SH
SOLE
0
0
204
THE PULSE BEVERAGE CORP COM
COM
074586110
0
175
SH
SOLE
0
0
175
THE TRAVELERS COMPANIES INC COM
COM
89417E109
5
57
SH
SOLE
0
0
57
THOMPSON CREEK METALS CO COM
COM
884768102
0
200
SH
SOLE
0
0
200
TIME INC COM
COM
887228104
0
1
SH
SOLE
0
0
1
TIME WARNER CABLE INC COM
COM
88732J207
0
2
SH
SOLE
0
0
2
TIME WARNER INC COM
COM
00184A105
1064
12174
SH
SOLE
0
0
12174
T-MOBILE US INC COM
COM
591708102
337
8703
SH
SOLE
0
0
8703
TRINA SOLAR LTD ADR
COM
89628E104
3
300
SH
SOLE
0
0
300
TWO HARBORS INVESTMENT CORP REIT
COM
90187B101
11
1141
SH
SOLE
0
0
1141
TYSON FOODS INC CL A
COM
902494103
1072
25144
SH
SOLE
0
0
25144
UNDER ARMOUR INC COM CLASS A
COM
904311107
1952
23391
SH
SOLE
9290
0
14101
UNION PAC CORP COM
COM
907818108
14
147
SH
SOLE
0
0
147
UNITED STATES OIL FUND LP EXCHANGE-TRADED FUND
OIL ETN
91232N108
4
180
SH
SOLE
0
0
180
UNITED TECH CORP COM
COM
913017109
336
3033
SH
SOLE
0
0
3033
UNITEDHEALTH GROUP INC COM
COM
91324P102
384
3144
SH
SOLE
0
0
3144
Universal Health Services Inc.
COM
913903100
919
6466
SH
SOLE
5785
0
681
V F CORP COM
COM
918204108
7
101
SH
SOLE
0
0
101
VALERO ENERGY CORP NEW COM
COM
91913Y100
1974
31538
SH
SOLE
12620
0
18918
VANGUARD CRSP US LARGE CAP GROW IND ETF
ETF
922908736
2180
20366
SH
SOLE
0
0
20366
VANGUARD CRSP US MID CAP GROWTH IND ETF
ETF
922908538
2510
23549
SH
SOLE
0
0
23549
VANGUARD CRSP US MID CAP INDEX
ETF
922908629
1240
9729
SH
SOLE
0
0
9729
VANGUARD CRSP US SM CAP GROWTH IND ETF
SMALL CP ETF
922908595
2322
17301
SH
SOLE
0
0
17301
VANGUARD CRSP US SMALL CAP INDEX
SMALL CP ETF
922908751
1261
10383
SH
SOLE
0
0
10383
VANGUARD DIVIDEND APPRECIATION ETF
ETF
921908844
3
40
SH
SOLE
0
0
40
VANGUARD EMERGING MARKETS ETF
ETF
922042858
846
20687
SH
SOLE
0
0
20687
VANGUARD FTSE EUROPE ETF
ETF
922042874
3672
68017
SH
SOLE
18510
0
49507
VANGUARD HEALTH CARE INDEX
HEALTH CARE ETF
92204A504
7860
56158
SH
SOLE
3750
0
52408
VANGUARD INTL EQUITY INDEX
ETF
922042775
1252
25793
SH
SOLE
0
0
25793
VANGUARD TOTAL BOND MARKET ETF
ETF
921937835
300
3687
SH
SOLE
0
0
3687
VANGUARD TOTAL STOCK MARKET ETF
ETF
922908769
3293
30771
SH
SOLE
0
0
30771
VANGUARD TOTAL WORLD STOCK ETF
ETF
922908553
1363
22162
SH
SOLE
0
0
22162
VARIAN MEDICAL SYSTEMS INC COM
COM
92220P105
3
31
SH
SOLE
0
0
31
VERIZON COMMUNICATIONS COM
COM
92343V104
4266
91527
SH
SOLE
0
0
91527
VISA INC CLASS A
COM
92826C839
402
5985
SH
SOLE
0
0
5985
VISTEON CORP COM
COM
92839U115
0
1
SH
SOLE
0
0
1
VISTEON CORP WTS CORP B
COM
92839U107
0
2
SH
SOLE
0
0
2
VODAFONE GROUP PLC ADR
SPON ADR
92857W308
853
23414
SH
SOLE
19380
0
4034
VOLVO AB ADR B
SPON ADR
928856400
13
1046
SH
SOLE
0
0
1046
WALGREENS BOOTS ALLIANCE INC COM
COM
931427108
27
316
SH
SOLE
0
0
316
WALT DISNEY CO COM
COM
254687106
10772
94373
SH
SOLE
6790
0
87583
WALTER ENERGY INC COM
COM
93317Q105
0
11
SH
SOLE
0
0
11
WASTE MANAGEMENT INC COM
COM
94106l109
28
608
SH
SOLE
0
0
608
WEC ENERGY GROUP INC COM
COM
976657106
290
6453
SH
SOLE
0
0
6453
WELLS FARGO & CO COM
COM
949746101
1428
25397
SH
SOLE
13740
0
11657
WINDSTREAM HOLDINGS INC COM
COM
97381W104
1
108
SH
SOLE
0
0
108
WISDOMTREE GERMANY HEDGED EQUITY FD
ETF
97717W448
8
280
SH
SOLE
0
0
280
WISDOMTREE TRUST EUROPE HEDGED EQUITY FUND
ETF
97717X701
5
77
SH
SOLE
0
0
77
XCEL ENERGY INC COM
COM
98389B100
186
5782
SH
SOLE
0
0
5782
XENIA HOTELS & RESORTS INC COM
COM
984017103
27
1258
SH
SOLE
0
0
1258
YAHOO! INC COM
COM
984332106
34
855
SH
SOLE
0
0
855
YUM! BRANDS INC COM
COM
988498101
4
41
SH
SOLE
0
0
41
ZAGG INCORPORATED COM
COM
98884U108
1
100
SH
SOLE
0
0
100
ZIMMER BIOMET HOLDINGS INC COM
COM
98956P102
17
152
SH
SOLE
0
0
152