0000950123-18-005183.txt : 20180514
0000950123-18-005183.hdr.sgml : 20180514
20180514122154
ACCESSION NUMBER: 0000950123-18-005183
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180514
DATE AS OF CHANGE: 20180514
EFFECTIVENESS DATE: 20180514
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: United Asset Strategies, Inc.
CENTRAL INDEX KEY: 0001539948
IRS NUMBER: 113104524
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15136
FILM NUMBER: 18829480
BUSINESS ADDRESS:
STREET 1: 666 OLD COUNTRY RD/STE 104
CITY: GARDEN CITY
STATE: NY
ZIP: 11530
BUSINESS PHONE: 516-222-0021
MAIL ADDRESS:
STREET 1: 666 OLD COUNTRY RD/STE 104
CITY: GARDEN CITY
STATE: NY
ZIP: 11530
13F-HR
1
primary_doc.xml
13F-HR
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true
false
0001539948
XXXXXXXX
03-31-2018
03-31-2018
United Asset Strategies, Inc.
666 Old Country Rd/STE 104
Garden City
NY
11530
13F HOLDINGS REPORT
028-15136
N
Lee DeLorenzo
President
516-222-0021
/s/ Lee DeLorenzo
Garden City
NY
05-14-2018
0
195
339187
false
INFORMATION TABLE
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form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
3M CO
COM
88579Y101
431
1965
SH
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0
ABERDEEN ASIA PACIFIC INCOM
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003009107
114
23996
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23996
0
0
ALIBABA GROUP HLDG LTD
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01609W102
335
1826
SH
SOLE
1826
0
0
ALPHABET INC
CAP STK CL C
02079K107
764
740
SH
SOLE
740
0
0
ALPHABET INC
CAP STK CL A
02079K305
9427
9089
SH
SOLE
9089
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
2102
224311
SH
SOLE
224311
0
0
ALTABA INC
COM
021346101
247
3340
SH
SOLE
3340
0
0
ALTRIA GROUP INC
COM
02209S103
2372
38069
SH
SOLE
38069
0
0
AMAZON COM INC
COM
023135106
4743
3277
SH
SOLE
3277
0
0
AMGEN INC
COM
031162100
4099
24045
SH
SOLE
24045
0
0
ANDEAVOR
COM
03349M105
720
7159
SH
SOLE
7159
0
0
ANNALY CAP MGMT INC
COM
035710409
785
75295
SH
SOLE
75295
0
0
APPLE INC
COM
037833100
7969
47497
SH
SOLE
47497
0
0
AT&T INC
COM
00206R102
1491
41832
SH
SOLE
41832
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
230
2025
SH
SOLE
2025
0
0
BANK AMER CORP
COM
060505104
773
25789
SH
SOLE
25789
0
0
BB&T CORP
COM
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25777
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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1244
6235
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BIO RAD LABS INC
CL A
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356
1425
SH
SOLE
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0
0
BOEING CO
COM
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875
2670
SH
SOLE
2670
0
0
BOOKING HLDGS INC
COM
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3682
1770
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BOSTON SCIENTIFIC CORP
COM
101137107
2522
92300
SH
SOLE
92300
0
0
BP PRUDHOE BAY RTY TR
UNIT BEN INT
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239
10000
SH
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0
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COM
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291
4602
SH
SOLE
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0
0
BUCKEYE PARTNERS L P
UNIT LTD PARTN
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430
11500
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0
0
CATERPILLAR INC DEL
COM
149123101
653
4432
SH
SOLE
4432
0
0
CHEVRON CORP NEW
COM
166764100
468
4102
SH
SOLE
4102
0
0
CISCO SYS INC
COM
17275R102
1982
46209
SH
SOLE
46209
0
0
CITIGROUP INC
COM NEW
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1333
19754
SH
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19754
0
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COCA COLA CO
COM
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1107
25478
SH
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25478
0
0
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
4279
53154
SH
SOLE
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0
0
COHEN & STEERS QUALITY RLTY
COM
19247L106
230
19447
SH
SOLE
19447
0
0
COLGATE PALMOLIVE CO
COM
194162103
765
10667
SH
SOLE
10667
0
0
COMERICA INC
COM
200340107
475
4956
SH
SOLE
4956
0
0
CONOCOPHILLIPS
COM
20825C104
547
9226
SH
SOLE
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0
CONSOLIDATED EDISON INC
COM
209115104
668
8575
SH
SOLE
8575
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
5883
53668
SH
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53668
0
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CUMMINS INC
COM
231021106
404
2491
SH
SOLE
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0
0
DAVITA INC
COM
23918K108
374
5670
SH
SOLE
5670
0
0
DISNEY WALT CO
COM DISNEY
254687106
5989
59626
SH
SOLE
59626
0
0
DOMINION ENERGY INC
COM
25746U109
231
3430
SH
SOLE
3430
0
0
DOWDUPONT INC
COM
26078J100
1418
22261
SH
SOLE
22261
0
0
DREYFUS HIGH YIELD STRATEGIE
SH BEN INT
26200S101
35
10866
SH
SOLE
10866
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
1530
19755
SH
SOLE
19755
0
0
DXC TECHNOLOGY CO
COM
23355L106
398
3962
SH
SOLE
3962
0
0
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
1132
76009
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EMERSON ELEC CO
COM
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ENTERPRISE PRODS PARTNERS L
COM
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466
19035
SH
SOLE
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0
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EPAM SYS INC
COM
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453
3960
SH
SOLE
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EQUINIX INC
COM PAR $0.001
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9812
SH
SOLE
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EVERCORE INC
CLASS A
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28896
SH
SOLE
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EXELON CORP
COM
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280
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SH
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EXPEDITORS INTL WASH INC
COM
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EXXON MOBIL CORP
COM
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FIRST LONG IS CORP
COM
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FIRSTENERGY CORP
COM
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FREEPORT-MCMORAN INC
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553
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GENERAL DYNAMICS CORP
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HCP INC
COM
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SH
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HEALTHEQUITY INC
COM
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SH
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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255
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SH
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IBIO INC
COM
451033104
2
10000
SH
SOLE
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INTEL CORP
COM
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1855
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INTERNATIONAL BUSINESS MACHS
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ISHARES TR
RUS MD CP GR ETF
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484
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ISHARES TR
RUS 1000 ETF
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1106
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SH
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ISHARES TR
RUS 2000 GRW ETF
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U.S. TECH ETF
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U.S. ENERGY ETF
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472
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U.S. BAS MTL ETF
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EAFE VALUE ETF
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EAFE GRWTH ETF
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FLTG RATE NT ETF
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SHT MAT BD ETF
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413
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COM
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1813
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SH
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0
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720
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SH
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557
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SH
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COM
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876
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SH
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KINDER MORGAN INC DEL
COM
49456B101
279
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KINGSTONE COS INC
COM
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1519
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LABORATORY CORP AMER HLDGS
COM NEW
50540R409
3573
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LAUDER ESTEE COS INC
CL A
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LEGGETT & PLATT INC
COM
524660107
1092
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SH
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LILLY ELI & CO
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826
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LOCKHEED MARTIN CORP
COM
539830109
1885
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SH
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0
0
MANAGED PORTFOLIO SER
TORTOISE NRAM PI
56167N720
3461
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MARATHON OIL CORP
COM
565849106
4796
297353
SH
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297353
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MASTERCARD INCORPORATED
CL A
57636Q104
4427
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SH
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COM
580135101
437
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SH
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MERCK & CO INC
COM
58933Y105
269
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SH
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MICRON TECHNOLOGY INC
COM
595112103
511
9800
SH
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MICROSOFT CORP
COM
594918104
2540
27827
SH
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MKS INSTRUMENT INC
COM
55306N104
456
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SH
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MONDELEZ INTL INC
CL A
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5390
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SH
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NEXTERA ENERGY INC
COM
65339F101
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NIKE INC
CL B
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495
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SH
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COM
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474
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372
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COM
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COM
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COM
68571X103
74
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SH
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PALO ALTO NETWORKS INC
COM
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PARKER HANNIFIN CORP
COM
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413
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0
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PAYCHEX INC
COM
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1200
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SH
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PEPSICO INC
COM
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375
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PFIZER INC
COM
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2554
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PHILIP MORRIS INTL INC
COM
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718
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SH
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FINL PFD PTFL
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209
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AERSPC DEF PTF
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850
14979
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UNIT SER 1
73935A104
830
5186
SH
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5186
0
0
PRA HEALTH SCIENCES INC
COM
69354M108
449
5410
SH
SOLE
5410
0
0
PRECISION DRILLING CORP
COM 2010
74022D308
58
21100
SH
SOLE
21100
0
0
PROCTER AND GAMBLE CO
COM
742718109
1851
23350
SH
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23350
0
0
PROLOGIS INC
COM
74340W103
470
7468
SH
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7468
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
1819
60029
SH
SOLE
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0
0
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
259
5150
SH
SOLE
5150
0
0
QUALCOMM INC
COM
747525103
5148
92901
SH
SOLE
92901
0
0
QUANTA SVCS INC
COM
74762E102
430
12525
SH
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0
0
SCHLUMBERGER LTD
COM
806857108
2236
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SH
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34513
0
0
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EMRG MKTEQ ETF
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345
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308
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SBI INT-UTILS
81369Y886
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212
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1903
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252
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251
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215
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PORTFOLIO LR ETF
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COM
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COM
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0
0
UNITED TECHNOLOGIES CORP
COM
913017109
813
6458
SH
SOLE
6458
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
573
2676
SH
SOLE
2676
0
0
VANECK VECTORS ETF TR
OIL SVCS ETF
92189F718
484
20296
SH
SOLE
20296
0
0
VANGUARD GROUP
DIV APP ETF
921908844
265
2619
SH
SOLE
2619
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
3760
49825
SH
SOLE
49825
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
295
1912
SH
SOLE
1912
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
924
7624
SH
SOLE
7624
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
203
1495
SH
SOLE
1495
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
299
5499
SH
SOLE
5499
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
961
16525
SH
SOLE
16525
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1153
26063
SH
SOLE
26063
0
0
VENTAS INC
COM
92276F100
515
10403
SH
SOLE
10403
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
3187
66656
SH
SOLE
66656
0
0
VISA INC
COM CL A
92826C839
1404
11736
SH
SOLE
11736
0
0
WASHINGTON PRIME GROUP NEW
COM
93964W108
67
10000
SH
SOLE
10000
0
0
WASTE MGMT INC DEL
COM
94106L109
4711
56001
SH
SOLE
56001
0
0
WELLCARE HEALTH PLANS INC
COM
94946T106
432
2230
SH
SOLE
2230
0
0
WESTERN DIGITAL CORP
COM
958102105
494
5349
SH
SOLE
5349
0
0
WEYERHAEUSER CO
COM
962166104
302
8625
SH
SOLE
8625
0
0
XEROX CORP
COM NEW
984121608
952
33066
SH
SOLE
33066
0
0
YUM BRANDS INC
COM
988498101
209
2460
SH
SOLE
2460
0
0